+28.0%
NU vs VXUS
+50.5%
-22.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | 0.0% | +11.8% | +11.8% |
| 7D | +9.9% | +2.1% | +7.8% | +6.5% |
| 30D | -11.5% | -1.1% | -10.3% | -10.1% |
| 3M | -5.1% | -5.6% | +0.5% | +3.6% |
| 6M | +3.1% | -2.3% | +5.4% | +6.2% |
| YTD | -21.0% | +10.4% | -31.4% | -33.4% |
| 1Y | -15.2% | +13.1% | -28.3% | -31.2% |
| 3Y | +56.4% | +68.0% | -11.6% | -35.4% |
| All | +28.0% | +50.5% | -22.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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