+45.2%
NU vs VO
+38.2%
+7.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -0.8% |
| 7D | -2.6% | -0.6% | -2.0% | -1.6% |
| 30D | +8.2% | -1.9% | +10.1% | +11.9% |
| 3M | +26.3% | +3.3% | +23.0% | +20.0% |
| 6M | +2.2% | +9.7% | -7.4% | -11.9% |
| YTD | -10.4% | +12.6% | -23.0% | -26.2% |
| 1Y | -3.0% | +13.6% | -16.6% | -21.2% |
| 3Y | +120.3% | +56.8% | +63.5% | +2.9% |
| All | +45.2% | +38.2% | +7.0% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling