+63.9%
VXUS vs NXT
+181.6%
-117.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.2% | -0.4% |
| 7D | -1.8% | +32.2% | -34.0% | -4.5% |
| 30D | -4.6% | +21.9% | -26.5% | -6.5% |
| 3M | -6.1% | +6.6% | -12.7% | -7.0% |
| 6M | -4.9% | -16.8% | +11.9% | -4.3% |
| YTD | +8.1% | +20.4% | -12.4% | +5.2% |
| 1Y | +12.1% | -1.5% | +13.6% | +10.6% |
| 3Y | +63.9% | +182.4% | -118.5% | +44.0% |
| All | +63.9% | +181.6% | -117.8% | +44.0% |
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 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