+56.4%
NU vs VCIT
+19.0%
+37.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.2% | +11.9% | +12.0% |
| 7D | +9.9% | -1.4% | +11.3% | +12.1% |
| 30D | -11.5% | +0.6% | -12.0% | -12.2% |
| 3M | -5.1% | -2.2% | -2.9% | -2.2% |
| 6M | +3.1% | -2.3% | +5.4% | +6.4% |
| YTD | -21.0% | -2.2% | -18.8% | -18.7% |
| 1Y | -15.2% | -1.4% | -13.8% | -13.3% |
| 3Y | +56.4% | +18.7% | +37.7% | +18.3% |
| All | +56.4% | +19.0% | +37.4% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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