+0.7%
NU vs VST
-19.6%
+20.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | +6.0% | +9.9% | -3.9% | +4.0% |
| 30D | +10.8% | +7.9% | +2.8% | +9.1% |
| 3M | +32.2% | +3.4% | +28.7% | +30.5% |
| 6M | +5.1% | -4.1% | +9.2% | +4.5% |
| YTD | -8.4% | -5.7% | -2.7% | -9.3% |
| 1Y | +0.7% | -18.9% | +19.6% | +2.3% |
| All | +0.7% | -19.6% | +20.3% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling