-2.2%
NRUC vs VT
+74.5%
-76.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -4.0% | +2.9% | -6.9% | -4.7% |
| 30D | -3.1% | -2.5% | -0.6% | -2.5% |
| 3M | -11.7% | -3.3% | -8.4% | -11.1% |
| 6M | -19.0% | +1.5% | -20.5% | -19.3% |
| YTD | -14.7% | +11.4% | -26.1% | -16.8% |
| 1Y | -14.2% | +11.9% | -26.1% | -16.4% |
| All | -2.2% | +74.5% | -76.7% | -16.1% |
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