-24.1%
NU vs VLO
+120.8%
-144.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.8% | +9.0% | +2.7% |
| 7D | +0.2% | -6.0% | +6.1% | -0.4% |
| 30D | -21.0% | -12.9% | -8.1% | -21.8% |
| 3M | -16.3% | +18.3% | -34.7% | -14.8% |
| 6M | -15.3% | +46.4% | -61.8% | -11.4% |
| YTD | -28.4% | +127.7% | -156.1% | -32.7% |
| 1Y | -24.1% | +120.6% | -144.7% | -28.3% |
| All | -24.1% | +120.8% | -144.9% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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