-34.1%
NUAI vs VOO
+73.7%
-107.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.4% |
| 7D | +26.1% | -0.4% | +26.4% | +26.4% |
| 30D | +20.4% | -1.4% | +21.8% | +21.8% |
| 3M | +40.9% | +3.7% | +37.1% | +37.5% |
| 6M | +41.2% | +13.0% | +28.1% | +31.0% |
| YTD | +121.2% | +12.4% | +108.7% | +105.8% |
| 1Y | +1,632.6% | +18.6% | +1,614.0% | +1,477.5% |
| 3Y | -38.0% | +78.1% | -116.0% | -48.0% |
| All | -34.1% | +73.7% | -107.8% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling