+45.4%
NU vs VO
+36.9%
+8.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.6% |
| 7D | -4.2% | -2.5% | -1.7% | -0.2% |
| 30D | +10.0% | -3.2% | +13.3% | +16.3% |
| 3M | +29.3% | +3.9% | +25.3% | +21.5% |
| 6M | +0.9% | +9.6% | -8.7% | -13.0% |
| YTD | -10.3% | +11.6% | -21.9% | -25.0% |
| 1Y | -3.2% | +12.6% | -15.8% | -20.2% |
| 3Y | +120.6% | +55.4% | +65.2% | +4.5% |
| All | +45.4% | +36.9% | +8.5% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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