-76.5%
NUS vs VOO
+75.9%
-152.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +3.8% | -2.0% | +5.8% | +5.6% |
| 30D | +1.5% | -1.7% | +3.1% | +2.9% |
| 3M | -9.0% | +4.7% | -13.7% | -12.8% |
| 6M | -32.3% | +12.6% | -44.8% | -39.2% |
| YTD | -47.7% | +11.8% | -59.5% | -52.9% |
| 1Y | -56.1% | +17.5% | -73.7% | -62.1% |
| All | -76.5% | +75.9% | -152.4% | -85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling