+506.5%
VST vs NXT
+229.3%
+277.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.8% | +2.8% | -1.0% |
| 7D | -6.0% | +4.0% | -10.0% | -7.2% |
| 30D | -18.8% | +15.9% | -34.7% | -22.0% |
| 3M | -8.0% | -3.0% | -5.0% | -8.2% |
| 6M | -10.9% | -20.7% | +9.8% | -8.4% |
| YTD | -18.3% | +14.6% | -32.9% | -24.1% |
| 1Y | -29.9% | -7.1% | -22.8% | -31.9% |
| 3Y | +290.3% | +189.4% | +100.9% | +193.8% |
| All | +506.5% | +229.3% | +277.1% | +340.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling