-69.8%
NUAI vs VOO
+78.5%
-148.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.6% | -0.4% | +18.0% | +18.5% |
| 7D | +54.6% | +2.6% | +52.0% | +46.4% |
| 30D | -6.2% | -2.0% | -4.2% | +0.8% |
| 3M | -35.9% | -2.8% | -33.2% | -29.3% |
| 6M | -35.9% | +2.2% | -38.0% | -33.6% |
| YTD | +9.2% | +11.5% | -2.3% | -2.0% |
| 1Y | -24.4% | +13.5% | -37.9% | -33.4% |
| 3Y | -69.8% | +78.1% | -147.9% | -78.8% |
| All | -69.8% | +78.5% | -148.3% | -78.8% |
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