+129.7%
VTR vs NXT
+90.7%
+39.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.5% |
| 7D | -0.3% | -1.9% | +1.6% | -0.3% |
| 30D | +1.1% | -20.0% | +21.1% | +1.3% |
| 3M | +7.9% | -30.7% | +38.6% | +8.3% |
| 6M | +6.2% | -29.0% | +35.1% | +6.1% |
| YTD | +17.7% | -4.8% | +22.6% | +16.5% |
| 1Y | +32.9% | +22.8% | +10.1% | +29.8% |
| 3Y | +129.7% | +93.9% | +35.7% | +109.5% |
| All | +129.7% | +90.7% | +39.0% | +109.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling