-78.9%
NUAI vs VT
+56.8%
-135.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.0% | +0.2% | +26.8% | +26.7% |
| 7D | -24.3% | -2.3% | -22.0% | -21.4% |
| 30D | -62.6% | -5.0% | -57.6% | -59.5% |
| 3M | -59.9% | -4.9% | -55.0% | -56.4% |
| 6M | -58.6% | -1.5% | -57.1% | -55.5% |
| YTD | -29.4% | +8.5% | -37.8% | -29.4% |
| 1Y | -65.7% | +11.4% | -77.1% | -66.2% |
| 3Y | -80.4% | +70.1% | -150.5% | -82.6% |
| All | -78.9% | +56.8% | -135.7% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling