+41.5%
NU vs VSXY
+40.5%
+1.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.1% | -5.7% | -3.2% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | +7.8% | -18.7% | +26.5% | +11.4% |
| 3M | +20.9% | -4.0% | +24.9% | +20.9% |
| 6M | +0.9% | +67.5% | -66.6% | -12.5% |
| YTD | -12.7% | +39.7% | -52.3% | -22.0% |
| 1Y | -6.4% | +180.0% | -186.4% | -30.0% |
| 3Y | +98.1% | +337.3% | -239.2% | +11.7% |
| All | +41.5% | +40.5% | +1.1% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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