+45.2%
NU vs VEA
+65.5%
-20.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -0.9% |
| 7D | -2.6% | +0.3% | -2.9% | -3.0% |
| 30D | +8.2% | +0.4% | +7.8% | +7.6% |
| 3M | +26.3% | +4.8% | +21.4% | +17.9% |
| 6M | +2.2% | +11.3% | -9.0% | -13.1% |
| YTD | -10.4% | +17.4% | -27.8% | -30.0% |
| 1Y | -3.0% | +26.2% | -29.2% | -32.0% |
| 3Y | +120.3% | +77.7% | +42.5% | -9.8% |
| All | +45.2% | +65.5% | -20.3% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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