-45.0%
NUAI vs VOO
+75.4%
-120.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +3.0% |
| 7D | +16.1% | +0.1% | +16.0% | +16.0% |
| 30D | +4.4% | +0.1% | +4.4% | +4.3% |
| 3M | -10.1% | +2.0% | -12.1% | -10.6% |
| 6M | +13.4% | +13.0% | +0.4% | +5.1% |
| YTD | +84.6% | +13.6% | +71.1% | +70.4% |
| 1Y | +1,235.8% | +20.1% | +1,215.7% | +1,104.7% |
| 3Y | -48.1% | +77.6% | -125.7% | -56.9% |
| All | -45.0% | +75.4% | -120.4% | -54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling