+48.8%
NU vs VT
+66.5%
-17.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | +7.5% | +0.4% | +7.0% | +6.7% |
| 30D | +6.1% | +1.0% | +5.2% | +4.5% |
| 3M | +26.8% | +2.4% | +24.4% | +21.4% |
| 6M | +2.5% | +12.0% | -9.5% | -16.3% |
| YTD | -8.2% | +15.3% | -23.5% | -28.7% |
| 1Y | +3.4% | +22.6% | -19.2% | -27.9% |
| 3Y | +116.2% | +74.7% | +41.5% | -21.3% |
| All | +48.8% | +66.5% | -17.7% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling