+45.2%
NU vs VEEV
-4.4%
+49.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.5% |
| 7D | -2.6% | -7.1% | +4.5% | +0.7% |
| 30D | +8.2% | +11.1% | -2.9% | +1.8% |
| 3M | +26.3% | +55.5% | -29.3% | -0.5% |
| 6M | +2.2% | +33.4% | -31.1% | -13.8% |
| YTD | -10.4% | +16.8% | -27.2% | -19.6% |
| 1Y | -3.0% | -7.7% | +4.8% | -1.9% |
| 3Y | +120.3% | +18.4% | +101.9% | +80.1% |
| All | +45.2% | -4.4% | +49.6% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling