+45.4%
NU vs VSH
+63.1%
-17.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.4% |
| 7D | -4.2% | +3.1% | -7.3% | -5.1% |
| 30D | +10.0% | -5.7% | +15.7% | +11.7% |
| 3M | +29.3% | -42.5% | +71.7% | +47.1% |
| 6M | +0.9% | +82.7% | -81.7% | -28.0% |
| YTD | -10.3% | +118.2% | -128.5% | -40.5% |
| 1Y | -3.2% | +109.7% | -112.8% | -35.5% |
| 3Y | +120.6% | +35.3% | +85.3% | +73.6% |
| All | +45.4% | +63.1% | -17.7% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling