+421.9%
VST vs NXT
+228.5%
+193.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.7% | +0.5% | -4.7% |
| 7D | -19.9% | +24.7% | -44.6% | -24.5% |
| 30D | -29.7% | +13.0% | -42.7% | -32.1% |
| 3M | -19.6% | -0.2% | -19.3% | -20.3% |
| 6M | -29.4% | -19.3% | -10.1% | -27.8% |
| YTD | -29.7% | +14.3% | -44.0% | -34.7% |
| 1Y | -40.0% | -11.0% | -29.1% | -41.2% |
| 3Y | +231.0% | +167.8% | +63.2% | +150.8% |
| All | +421.9% | +228.5% | +193.4% | +279.2% |
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