-6.4%
NU vs VLO
+152.2%
-158.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.6% |
| 7D | -4.9% | +5.3% | -10.2% | -4.7% |
| 30D | +7.8% | +18.2% | -10.4% | +8.5% |
| 3M | +20.9% | +53.3% | -32.4% | +23.2% |
| 6M | +0.9% | +70.4% | -69.5% | +1.1% |
| YTD | -12.7% | +143.4% | -156.0% | -22.2% |
| 1Y | -6.4% | +153.0% | -159.4% | -18.1% |
| All | -6.4% | +152.2% | -158.6% | -18.1% |
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