-87.9%
NEXM price history and return analytics
+74.2%
-162.1%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | +3.1% | -0.1% | +3.2% | +3.2% |
| 30D | +1.3% | -0.7% | +2.0% | +2.2% |
| 3M | -4.5% | +4.0% | -8.5% | -9.6% |
| 6M | -30.1% | +12.3% | -42.3% | -39.5% |
| YTD | -39.9% | +14.0% | -53.9% | -48.9% |
| 1Y | -56.8% | +20.3% | -77.1% | -65.5% |
| All | -87.9% | +74.2% | -162.1% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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