+81.8%
NUEM vs VT
+179.2%
-97.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | -9.5% | -2.6% | -6.9% | -7.2% |
| 3M | -8.1% | -3.2% | -4.9% | -5.2% |
| 6M | -9.8% | +0.9% | -10.8% | -10.0% |
| YTD | +7.7% | +11.3% | -3.6% | -1.0% |
| 1Y | +8.7% | +14.0% | -5.3% | -2.1% |
| 3Y | +60.7% | +75.8% | -15.2% | +0.2% |
| 5Y | +25.2% | +57.8% | -32.6% | -14.8% |
| All | +81.8% | +179.2% | -97.3% | -20.8% |
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 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