+13.8%
NRUC vs VT
+144.1%
-130.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -4.1% | +2.4% | -6.4% | -4.8% |
| 30D | -3.7% | -1.5% | -2.2% | -3.3% |
| 3M | -11.2% | -4.1% | -7.1% | -10.1% |
| 6M | -18.6% | +0.6% | -19.2% | -18.9% |
| YTD | -14.2% | +11.0% | -25.3% | -17.3% |
| 1Y | -13.1% | +13.3% | -26.5% | -16.9% |
| 3Y | -1.6% | +73.4% | -75.0% | -19.1% |
| 5Y | -9.1% | +57.4% | -66.5% | -23.2% |
| All | +13.8% | +144.1% | -130.4% | -21.3% |
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 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