+45.4%
NU vs VEU
+58.7%
-13.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +2.0% |
| 7D | -4.2% | -1.9% | -2.3% | -1.4% |
| 30D | +10.0% | -0.7% | +10.8% | +11.3% |
| 3M | +29.3% | +4.9% | +24.4% | +19.9% |
| 6M | +0.9% | +9.8% | -8.9% | -13.6% |
| YTD | -10.3% | +15.3% | -25.6% | -29.1% |
| 1Y | -3.2% | +23.0% | -26.2% | -31.0% |
| 3Y | +120.6% | +73.5% | +47.1% | -12.6% |
| All | +45.4% | +58.7% | -13.3% | -16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling