+91.2%
VTI vs NXT
+168.4%
-77.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -2.0% | -2.6% | +0.6% | -1.8% |
| 30D | -1.9% | -22.4% | +20.5% | +0.2% |
| 3M | +4.5% | -27.3% | +31.9% | +7.1% |
| 6M | +12.6% | -28.5% | +41.1% | +14.8% |
| YTD | +12.0% | -6.6% | +18.6% | +11.4% |
| 1Y | +17.3% | +20.4% | -3.0% | +13.9% |
| 3Y | +75.3% | +90.9% | -15.6% | +59.4% |
| All | +91.2% | +168.4% | -77.2% | +66.6% |
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