+477.0%
VST vs NXT
+246.1%
+230.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +5.3% | +5.2% | +9.4% |
| 7D | -9.8% | +32.2% | -42.0% | -16.0% |
| 30D | -25.1% | +21.9% | -47.1% | -28.9% |
| 3M | -11.6% | +6.6% | -18.2% | -13.7% |
| 6M | -20.9% | -16.8% | -4.1% | -19.6% |
| YTD | -22.3% | +20.4% | -42.7% | -28.6% |
| 1Y | -32.0% | -1.5% | -30.5% | -34.8% |
| 3Y | +262.4% | +182.4% | +80.0% | +171.5% |
| All | +477.0% | +246.1% | +230.9% | +314.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling