-43.4%
NUAI vs VOO
+75.9%
-119.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.6% | -7.9% | -7.4% |
| 7D | +12.5% | -2.0% | +14.5% | +16.7% |
| 30D | +13.4% | -1.7% | +15.0% | +16.6% |
| 3M | +32.4% | +4.7% | +27.6% | +23.6% |
| 6M | +31.5% | +12.6% | +18.9% | +12.6% |
| YTD | +102.4% | +11.8% | +90.6% | +74.6% |
| 1Y | +1,428.4% | +17.5% | +1,410.8% | +1,153.7% |
| All | -43.4% | +75.9% | -119.3% | -61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling