+104.9%
NUDM vs VT
+172.1%
-67.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -0.9% | -2.3% | +1.4% | +1.1% |
| 30D | -1.3% | -5.0% | +3.7% | +3.2% |
| 3M | -5.8% | -4.9% | -1.0% | -1.6% |
| 6M | -1.1% | -1.5% | +0.5% | +0.3% |
| YTD | +7.2% | +8.5% | -1.3% | -0.1% |
| 1Y | +10.5% | +11.4% | -0.9% | +0.7% |
| 3Y | +63.4% | +70.1% | -6.7% | +2.8% |
| 5Y | +42.9% | +53.7% | -10.8% | -2.3% |
| All | +104.9% | +172.1% | -67.1% | -8.6% |
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