+16.5%
NU vs VCIT
+4.2%
+12.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.7% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | -22.8% | +1.9% | -24.7% | -25.1% |
| 3M | -14.8% | -1.4% | -13.4% | -12.9% |
| 6M | -16.9% | -2.1% | -14.8% | -14.1% |
| YTD | -28.1% | -1.6% | -26.5% | -26.2% |
| 1Y | -24.5% | -0.9% | -23.6% | -23.2% |
| 3Y | +44.8% | +20.0% | +24.8% | +9.1% |
| All | +16.5% | +4.2% | +12.3% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling