+71.8%
NU vs VLTO
+56.3%
+15.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +4.0% | +1.6% | +2.4% | +3.5% |
| 30D | -25.1% | +22.0% | -47.0% | -30.2% |
| 3M | -12.8% | +21.9% | -34.7% | -18.8% |
| 6M | -12.5% | +36.5% | -49.0% | -22.0% |
| YTD | -27.8% | +19.0% | -46.8% | -32.4% |
| 1Y | -24.6% | +21.0% | -45.6% | -30.0% |
| 3Y | +41.8% | +69.9% | -28.1% | +21.9% |
| All | +71.8% | +56.3% | +15.5% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling