-1.7%
NRUC vs VT
+65.7%
-67.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -1.5% | -1.1% | -0.4% | -1.2% |
| 30D | -6.7% | -1.0% | -5.7% | -6.4% |
| 3M | -11.7% | +3.2% | -14.9% | -12.5% |
| 6M | -11.1% | +12.5% | -23.6% | -14.0% |
| YTD | -9.8% | +14.1% | -23.9% | -13.1% |
| 1Y | -11.0% | +18.9% | -29.9% | -15.3% |
| 3Y | +0.9% | +74.1% | -73.2% | -14.8% |
| All | -1.7% | +65.7% | -67.4% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling