+230.2%
NXT price history and return analytics
+79.0%
+151.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -1.1% |
| 7D | -5.7% | -0.7% | -5.0% | -4.6% |
| 30D | +18.5% | -1.7% | +20.3% | +22.6% |
| 3M | -4.1% | -2.3% | -1.8% | +0.6% |
| 6M | -20.3% | +1.5% | -21.9% | -20.0% |
| YTD | +15.5% | +12.0% | +3.4% | +1.4% |
| 1Y | -5.0% | +12.9% | -17.8% | -17.1% |
| 3Y | +191.6% | +74.9% | +116.7% | +28.0% |
| All | +230.2% | +79.0% | +151.2% | +40.2% |
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 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