+1,906.1%
NUAI vs VT
+21.4%
+1,884.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.0% | -0.5% | +22.5% | +23.7% |
| 7D | +36.1% | +1.0% | +35.1% | +31.0% |
| 30D | +25.0% | -0.2% | +25.2% | +25.4% |
| 3M | +34.6% | +4.5% | +30.0% | +18.9% |
| 6M | +44.7% | +14.1% | +30.7% | +7.0% |
| YTD | +125.3% | +14.8% | +110.5% | +58.3% |
| 1Y | +1,906.1% | +21.2% | +1,884.9% | +1,253.0% |
| All | +1,906.1% | +21.4% | +1,884.7% | +1,253.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling