+123.6%
VUG vs NXT
+171.8%
-48.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -1.7% | -20.0% | +18.3% | +0.4% |
| 3M | +2.8% | -30.9% | +33.8% | +6.2% |
| 6M | +13.6% | -23.8% | +37.4% | +15.6% |
| YTD | +8.1% | -5.4% | +13.5% | +7.6% |
| 1Y | +13.1% | +28.0% | -15.0% | +9.4% |
| 3Y | +87.0% | +93.3% | -6.4% | +70.1% |
| All | +123.6% | +171.8% | -48.2% | +93.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling