+41.5%
NU vs VEEV
-3.8%
+45.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | -4.9% | -4.6% | -0.3% | -2.9% |
| 30D | +7.8% | +8.6% | -0.8% | +2.6% |
| 3M | +20.9% | +62.4% | -41.5% | -6.7% |
| 6M | +0.9% | +40.3% | -39.4% | -17.2% |
| YTD | -12.7% | +17.5% | -30.2% | -21.9% |
| 1Y | -6.4% | -6.1% | -0.3% | -6.2% |
| 3Y | +98.1% | +16.7% | +81.4% | +64.0% |
| All | +41.5% | -3.8% | +45.4% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling