+69.5%
VTV vs NXT
+168.4%
-98.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -2.1% | -2.6% | +0.5% | -1.9% |
| 30D | -1.3% | -22.4% | +21.1% | +0.1% |
| 3M | +5.6% | -27.3% | +33.0% | +7.4% |
| 6M | +12.4% | -28.5% | +40.9% | +13.8% |
| YTD | +17.6% | -6.6% | +24.3% | +16.9% |
| 1Y | +23.5% | +20.4% | +3.1% | +20.4% |
| 3Y | +67.0% | +90.9% | -23.9% | +54.1% |
| All | +69.5% | +168.4% | -98.9% | +51.7% |
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 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