+37.9%
NX price history and return analytics
+229.8%
-191.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.1% |
| 7D | -5.9% | -1.1% | -4.8% | -4.4% |
| 30D | -1.3% | -1.0% | -0.3% | +0.2% |
| 3M | +28.2% | +3.2% | +25.1% | +23.7% |
| 6M | +23.0% | +12.5% | +10.5% | +7.4% |
| YTD | +41.6% | +14.1% | +27.5% | +21.6% |
| 1Y | +44.8% | +18.9% | +25.9% | +18.0% |
| 3Y | -19.4% | +74.1% | -93.5% | -59.4% |
| 5Y | +8.3% | +66.9% | -58.6% | -42.0% |
| All | +37.9% | +229.8% | -191.9% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling