+61.4%
VWO vs NXT
+87.2%
-25.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.4% |
| 7D | -1.7% | -2.6% | +0.9% | -1.5% |
| 30D | -0.3% | -22.4% | +22.1% | +2.3% |
| 3M | +4.0% | -27.3% | +31.3% | +7.1% |
| 6M | +8.1% | -28.5% | +36.6% | +10.9% |
| YTD | +11.6% | -6.6% | +18.2% | +11.5% |
| 1Y | +16.2% | +20.4% | -4.1% | +13.2% |
| All | +61.4% | +87.2% | -25.8% | +45.3% |
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