-24.4%
NEXT price history and return analytics
+225.6%
-250.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +1.7% |
| 7D | +1.3% | -0.1% | +1.5% | +1.5% |
| 30D | +8.0% | -0.7% | +8.7% | +8.7% |
| 3M | -7.3% | +4.0% | -11.3% | -12.6% |
| 6M | +35.6% | +12.3% | +23.3% | +13.1% |
| YTD | +43.1% | +14.0% | +29.0% | +17.3% |
| 1Y | -24.1% | +20.3% | -44.4% | -42.1% |
| 3Y | +26.7% | +75.4% | -48.7% | -39.4% |
| 5Y | +121.1% | +66.0% | +55.2% | +15.2% |
| 10Y | -25.0% | +228.2% | -253.2% | -77.5% |
| All | -24.4% | +225.6% | -250.0% | -77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling