-88.6%
NUS vs VOO
+325.3%
-413.9%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.3% |
| 7D | +0.2% | -0.8% | +1.0% | +0.8% |
| 30D | +1.3% | -1.1% | +2.3% | +2.2% |
| 3M | -9.7% | +3.9% | -13.6% | -12.7% |
| 6M | -32.1% | +13.6% | -45.8% | -39.1% |
| YTD | -48.1% | +12.7% | -60.8% | -53.1% |
| 1Y | -57.1% | +17.6% | -74.6% | -62.5% |
| 3Y | -76.7% | +77.3% | -154.0% | -85.4% |
| 5Y | -87.7% | +84.1% | -171.8% | -92.6% |
| All | -88.6% | +325.3% | -413.9% | -96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling