+28.0%
NU vs VT
+60.3%
-32.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.3% | +12.0% | +12.2% |
| 7D | +9.9% | +2.4% | +7.5% | +5.6% |
| 30D | -11.5% | -1.5% | -10.0% | -9.5% |
| 3M | -5.1% | -4.1% | -1.0% | +2.1% |
| 6M | +3.1% | +0.6% | +2.6% | +1.8% |
| YTD | -21.0% | +11.0% | -32.1% | -34.6% |
| 1Y | -15.2% | +13.3% | -28.5% | -32.2% |
| 3Y | +56.4% | +73.4% | -16.9% | -42.9% |
| All | +28.0% | +60.3% | -32.3% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling