+98.1%
NU vs VIAV
+293.0%
-194.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.6% | -6.3% | -3.1% |
| 7D | -4.9% | +11.2% | -16.0% | -6.2% |
| 30D | +7.8% | -10.1% | +17.9% | +9.0% |
| 3M | +20.9% | -22.9% | +43.8% | +23.6% |
| 6M | +0.9% | +28.8% | -27.9% | -6.9% |
| YTD | -12.7% | +117.5% | -130.1% | -26.8% |
| 1Y | -6.4% | +216.1% | -222.5% | -27.5% |
| 3Y | +98.1% | +292.2% | -194.1% | +42.4% |
| All | +98.1% | +293.0% | -194.9% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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