-78.9%
NUAI vs VT
+60.1%
-139.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.3% |
| 7D | -25.5% | -0.1% | -25.4% | -24.6% |
| 30D | -55.9% | -3.1% | -52.9% | -53.4% |
| 3M | -61.5% | -3.5% | -58.0% | -58.9% |
| 6M | -58.5% | +0.5% | -59.0% | -56.5% |
| YTD | -29.4% | +10.8% | -40.1% | -31.1% |
| 1Y | -59.3% | +11.9% | -71.2% | -60.4% |
| 3Y | -80.5% | +73.0% | -153.4% | -83.1% |
| All | -78.9% | +60.1% | -139.0% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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