-6.4%
NU vs VMC
-14.0%
+7.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.5% | -3.0% |
| 7D | -4.9% | -3.8% | -1.1% | -3.6% |
| 30D | +7.8% | -9.7% | +17.5% | +11.5% |
| 3M | +20.9% | -9.6% | +30.6% | +24.4% |
| 6M | +0.9% | -4.8% | +5.7% | +2.1% |
| YTD | -12.7% | -10.9% | -1.8% | -13.1% |
| 1Y | -6.4% | -15.6% | +9.2% | -4.9% |
| All | -6.4% | -14.0% | +7.6% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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