+48.4%
NU vs VOO
+75.0%
-26.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.6% |
| 7D | +6.0% | +0.5% | +5.5% | +5.2% |
| 30D | +10.8% | -0.9% | +11.7% | +12.6% |
| 3M | +32.2% | +3.9% | +28.3% | +24.2% |
| 6M | +5.1% | +14.5% | -9.4% | -15.7% |
| YTD | -8.4% | +13.0% | -21.4% | -24.7% |
| 1Y | +0.7% | +19.4% | -18.7% | -24.3% |
| 3Y | +125.1% | +78.9% | +46.2% | -14.5% |
| All | +48.4% | +75.0% | -26.6% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling