+59.4%
VZ vs NXT
+178.8%
-119.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -0.9% |
| 7D | +0.1% | -1.1% | +1.2% | +0.1% |
| 30D | +7.9% | -15.3% | +23.2% | +7.6% |
| 3M | +13.6% | -43.8% | +57.4% | +13.2% |
| 6M | +1.1% | -18.7% | +19.8% | +0.7% |
| YTD | +29.3% | -3.0% | +32.3% | +28.5% |
| 1Y | +21.2% | +22.7% | -1.5% | +20.3% |
| 3Y | +75.9% | +95.9% | -20.0% | +70.9% |
| All | +59.4% | +178.8% | -119.4% | +53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling