+45.4%
NU vs VTI
+66.6%
-21.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +1.1% |
| 7D | -4.2% | -2.0% | -2.2% | -1.0% |
| 30D | +10.0% | -1.9% | +12.0% | +13.7% |
| 3M | +29.3% | +4.5% | +24.7% | +20.2% |
| 6M | +0.9% | +12.6% | -11.6% | -16.8% |
| YTD | -10.3% | +12.0% | -22.3% | -25.2% |
| 1Y | -3.2% | +17.3% | -20.5% | -25.2% |
| 3Y | +120.6% | +75.3% | +45.2% | -14.5% |
| All | +45.4% | +66.6% | -21.2% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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