+49.6%
NU vs VLTO
+73.3%
-23.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.4% |
| 7D | +6.4% | +2.0% | +4.3% | +5.6% |
| 30D | -23.3% | +21.8% | -45.1% | -28.9% |
| 3M | -10.7% | +20.2% | -30.9% | -16.8% |
| 6M | -10.4% | +36.3% | -46.8% | -20.9% |
| YTD | -26.2% | +18.8% | -45.0% | -31.1% |
| 1Y | -22.1% | +20.4% | -42.5% | -27.9% |
| 3Y | +49.6% | +71.9% | -22.3% | +23.1% |
| All | +49.6% | +73.3% | -23.6% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling