+103.5%
NU vs VSH
+33.4%
+70.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | -4.2% | +2.8% | -7.0% | -4.7% |
| 30D | +10.0% | -6.0% | +16.0% | +11.1% |
| 3M | +29.3% | -42.6% | +71.9% | +40.0% |
| 6M | +0.9% | +82.1% | -81.2% | -19.6% |
| YTD | -10.3% | +117.5% | -127.8% | -31.6% |
| 1Y | -3.2% | +109.0% | -112.2% | -25.9% |
| All | +103.5% | +33.4% | +70.1% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling