-20.9%
VST vs NXT
+26.2%
-47.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.2% |
| 7D | +8.9% | -1.1% | +10.0% | +9.2% |
| 30D | +6.2% | -15.3% | +21.5% | +10.4% |
| 3M | -2.7% | -43.8% | +41.1% | +11.2% |
| 6M | -8.4% | -18.7% | +10.3% | -7.9% |
| YTD | -7.2% | -3.0% | -4.2% | -14.7% |
| 1Y | -20.9% | +22.7% | -43.6% | -31.7% |
| All | -20.9% | +26.2% | -47.1% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling