+41.5%
NU vs VCLT
-16.4%
+57.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -4.9% | -1.4% | -3.5% | -3.9% |
| 30D | +7.8% | -1.2% | +9.0% | +8.8% |
| 3M | +20.9% | -4.8% | +25.7% | +25.6% |
| 6M | +0.9% | -2.6% | +3.5% | +3.2% |
| YTD | -12.7% | -3.3% | -9.3% | -10.2% |
| 1Y | -6.4% | -4.8% | -1.6% | -2.7% |
| 3Y | +98.1% | +11.5% | +86.6% | +79.9% |
| All | +41.5% | -16.4% | +57.9% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling