+41.5%
NU vs VEU
+60.4%
-18.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -4.2% |
| 7D | -4.9% | -1.4% | -3.5% | -2.9% |
| 30D | +7.8% | -0.4% | +8.2% | +8.5% |
| 3M | +20.9% | +2.5% | +18.4% | +16.0% |
| 6M | +0.9% | +11.1% | -10.3% | -15.2% |
| YTD | -12.7% | +16.5% | -29.2% | -32.1% |
| 1Y | -6.4% | +22.9% | -29.3% | -33.2% |
| 3Y | +98.1% | +73.4% | +24.7% | -21.3% |
| All | +41.5% | +60.4% | -18.8% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling