+57.4%
VZ vs NXT
+175.5%
-118.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.4% |
| 7D | +1.5% | -9.4% | +10.9% | +1.2% |
| 30D | +4.4% | +15.1% | -10.7% | +4.8% |
| 3M | -2.4% | -9.1% | +6.7% | -2.4% |
| 6M | +1.4% | -30.3% | +31.7% | +1.2% |
| YTD | +21.4% | +9.1% | +12.3% | +21.3% |
| 1Y | +20.3% | +7.9% | +12.4% | +20.1% |
| 3Y | +57.4% | +176.5% | -119.1% | +56.9% |
| All | +57.4% | +175.5% | -118.2% | +56.9% |
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