+45.2%
NU vs VGT
+117.9%
-72.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.0% | -2.0% |
| 7D | -2.6% | +1.5% | -4.1% | -4.0% |
| 30D | +8.2% | +0.5% | +7.7% | +7.4% |
| 3M | +26.3% | +5.3% | +21.0% | +18.3% |
| 6M | +2.2% | +32.4% | -30.2% | -26.5% |
| YTD | -10.4% | +28.6% | -39.0% | -33.5% |
| 1Y | -3.0% | +37.6% | -40.6% | -33.6% |
| 3Y | +120.3% | +125.5% | -5.2% | -19.3% |
| All | +45.2% | +117.9% | -72.7% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling