+75.8%
NU vs VLTO
+56.1%
+19.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.5% |
| 7D | +6.4% | +2.0% | +4.3% | +5.7% |
| 30D | -23.3% | +21.8% | -45.1% | -28.5% |
| 3M | -10.7% | +20.2% | -30.9% | -16.4% |
| 6M | -10.4% | +36.3% | -46.8% | -20.2% |
| YTD | -26.2% | +18.8% | -45.0% | -30.8% |
| 1Y | -22.1% | +20.4% | -42.5% | -27.5% |
| 3Y | +49.6% | +71.9% | -22.3% | +28.4% |
| All | +75.8% | +56.1% | +19.7% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling