+47.5%
VZ vs NXT
+246.1%
-198.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.3% | -0.8% |
| 7D | +2.1% | +32.2% | -30.1% | +2.7% |
| 30D | +1.4% | +21.9% | -20.6% | +1.8% |
| 3M | -1.3% | +6.6% | -7.8% | -1.0% |
| 6M | -0.5% | -16.8% | +16.3% | -0.5% |
| YTD | +19.6% | +20.4% | -0.8% | +19.4% |
| 1Y | +22.4% | -1.5% | +23.9% | +22.3% |
| 3Y | +55.9% | +182.4% | -126.5% | +52.1% |
| All | +47.5% | +246.1% | -198.6% | +42.3% |
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 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