+60.5%
VWO vs NXT
+173.5%
-112.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.5% |
| 7D | -1.8% | -1.9% | +0.1% | -1.6% |
| 30D | -0.1% | -20.0% | +19.9% | +2.1% |
| 3M | +2.2% | -30.7% | +33.0% | +5.7% |
| 6M | +8.8% | -29.0% | +37.7% | +11.5% |
| YTD | +12.4% | -4.8% | +17.2% | +12.1% |
| 1Y | +15.6% | +22.8% | -7.2% | +12.5% |
| 3Y | +62.5% | +93.9% | -31.4% | +47.9% |
| All | +60.5% | +173.5% | -112.9% | +41.7% |
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