+98.1%
NU vs VEU
+73.8%
+24.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.9% |
| 7D | -4.9% | -1.4% | -3.5% | -3.3% |
| 30D | +7.8% | -0.4% | +8.2% | +8.4% |
| 3M | +20.9% | +2.5% | +18.4% | +17.1% |
| 6M | +0.9% | +11.1% | -10.3% | -12.2% |
| YTD | -12.7% | +16.5% | -29.2% | -28.5% |
| 1Y | -6.4% | +22.9% | -29.3% | -28.5% |
| 3Y | +98.1% | +73.4% | +24.7% | +1.1% |
| All | +98.1% | +73.8% | +24.3% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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