-39.6%
NUAI vs VOO
+74.1%
-113.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.6% |
| 7D | +9.8% | -0.8% | +10.6% | +10.5% |
| 30D | +7.4% | -1.1% | +8.5% | +8.3% |
| 3M | +8.8% | +3.9% | +4.9% | +5.9% |
| 6M | +12.9% | +13.6% | -0.7% | +4.4% |
| YTD | +102.7% | +12.7% | +90.0% | +88.3% |
| 1Y | +936.6% | +17.6% | +919.1% | +846.6% |
| 3Y | -43.3% | +77.3% | -120.6% | -52.5% |
| All | -39.6% | +74.1% | -113.7% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling