+57.7%
VZ vs NXT
+195.6%
-137.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.4% | +0.4% |
| 7D | +2.4% | +4.0% | -1.6% | +2.5% |
| 30D | +11.2% | +15.9% | -4.7% | +11.7% |
| 3M | 0.0% | -3.0% | +3.0% | +0.1% |
| 6M | +1.3% | -20.7% | +22.0% | +1.2% |
| YTD | +21.3% | +14.6% | +6.7% | +21.3% |
| 1Y | +23.9% | -7.1% | +31.0% | +23.9% |
| 3Y | +57.7% | +189.4% | -131.7% | +57.2% |
| All | +57.7% | +195.6% | -137.9% | +57.2% |
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