-24.1%
NU vs VCLT
-3.2%
-20.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.2% | +2.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | -21.0% | +3.9% | -25.0% | -25.1% |
| 3M | -16.3% | -1.9% | -14.4% | -13.8% |
| 6M | -15.3% | -2.6% | -12.7% | -12.0% |
| YTD | -28.4% | -3.1% | -25.3% | -26.4% |
| 1Y | -24.1% | -3.6% | -20.6% | -21.6% |
| All | -24.1% | -3.2% | -20.9% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling