+98.1%
NU vs VEEV
+18.9%
+79.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | -4.9% | -4.6% | -0.3% | -4.0% |
| 30D | +7.8% | +8.6% | -0.8% | +5.7% |
| 3M | +20.9% | +62.4% | -41.5% | +7.7% |
| 6M | +0.9% | +40.3% | -39.4% | -7.1% |
| YTD | -12.7% | +17.5% | -30.2% | -16.1% |
| 1Y | -6.4% | -6.1% | -0.3% | -4.9% |
| 3Y | +98.1% | +16.7% | +81.4% | +92.5% |
| All | +98.1% | +18.9% | +79.2% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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