+21.5%
NRUC vs VT
+153.6%
-132.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | -6.7% | +1.0% | -7.7% | -7.0% |
| 3M | -10.1% | +2.4% | -12.5% | -10.9% |
| 6M | -10.8% | +12.0% | -22.8% | -14.2% |
| YTD | -8.4% | +15.3% | -23.7% | -12.7% |
| 1Y | -7.8% | +22.6% | -30.4% | -14.0% |
| 3Y | +2.0% | +74.7% | -72.7% | -16.2% |
| 5Y | -1.2% | +66.1% | -67.3% | -18.0% |
| All | +21.5% | +153.6% | -132.1% | -16.9% |
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