+125.5%
VUG vs NXT
+178.8%
-53.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -0.1% | -1.1% | +1.0% | 0.0% |
| 30D | -0.3% | -15.3% | +15.0% | +1.3% |
| 3M | -0.7% | -43.8% | +43.1% | +4.5% |
| 6M | +14.6% | -18.7% | +33.3% | +16.0% |
| YTD | +9.0% | -3.0% | +12.0% | +8.3% |
| 1Y | +14.9% | +22.7% | -7.9% | +11.4% |
| 3Y | +86.0% | +95.9% | -9.9% | +69.1% |
| All | +125.5% | +178.8% | -53.3% | +95.0% |
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