+93.4%
VTI vs NXT
+181.9%
-88.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | +0.6% | +2.9% | -2.2% | +0.4% |
| 30D | -1.1% | -17.2% | +16.2% | +0.5% |
| 3M | +3.9% | -32.0% | +35.9% | +7.0% |
| 6M | +14.6% | -15.8% | +30.4% | +15.3% |
| YTD | +13.3% | -1.9% | +15.2% | +12.2% |
| 1Y | +19.2% | +22.5% | -3.3% | +15.5% |
| 3Y | +77.4% | +100.5% | -23.1% | +60.6% |
| All | +93.4% | +181.9% | -88.5% | +67.8% |
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