-24.5%
NU vs VST
-31.4%
+6.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.6% | -8.1% | +0.3% |
| 7D | +3.6% | -9.8% | +13.4% | +5.3% |
| 30D | -22.8% | -25.1% | +2.4% | -18.1% |
| 3M | -14.8% | -11.6% | -3.2% | -13.2% |
| 6M | -16.9% | -20.9% | +4.0% | -14.5% |
| YTD | -28.1% | -22.3% | -5.8% | -26.6% |
| 1Y | -24.5% | -32.0% | +7.5% | -20.5% |
| All | -24.5% | -31.4% | +6.8% | -20.5% |
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