+26.3%
NUHY vs VOO
+184.3%
-158.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -1.0% | -1.1% | 0.0% | -0.7% |
| 3M | -0.4% | +3.9% | -4.3% | -1.7% |
| 6M | +1.6% | +13.6% | -12.1% | -2.6% |
| YTD | +1.4% | +12.7% | -11.4% | -2.6% |
| 1Y | +2.8% | +17.6% | -14.8% | -2.7% |
| 3Y | +25.8% | +77.3% | -51.5% | +3.2% |
| 5Y | +16.6% | +84.1% | -67.5% | -6.6% |
| All | +26.3% | +184.3% | -158.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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