-6.4%
NU vs VGT
+35.2%
-41.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.3% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | +7.8% | -0.4% | +8.3% | +8.0% |
| 3M | +20.9% | +4.4% | +16.5% | +17.1% |
| 6M | +0.9% | +32.1% | -31.2% | -21.4% |
| YTD | -12.7% | +28.8% | -41.4% | -30.8% |
| 1Y | -6.4% | +35.3% | -41.7% | -28.7% |
| All | -6.4% | +35.2% | -41.6% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling