+44.8%
NU vs VT
+69.7%
-25.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.1% |
| 7D | +3.6% | -2.3% | +5.9% | +7.0% |
| 30D | -22.8% | -5.0% | -17.8% | -17.0% |
| 3M | -14.8% | -4.9% | -9.9% | -8.2% |
| 6M | -16.9% | -1.5% | -15.4% | -15.2% |
| YTD | -28.1% | +8.5% | -36.6% | -36.5% |
| 1Y | -24.5% | +11.4% | -35.9% | -35.9% |
| 3Y | +44.8% | +70.1% | -25.3% | -39.2% |
| All | +44.8% | +69.7% | -25.0% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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