-56.7%
NUS vs VT
+11.9%
-68.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.5% |
| 7D | -11.5% | +2.9% | -14.4% | -13.3% |
| 30D | -20.0% | -2.5% | -17.5% | -18.6% |
| 3M | -16.3% | -3.3% | -12.9% | -14.4% |
| 6M | -37.4% | +1.5% | -38.9% | -38.2% |
| YTD | -57.1% | +11.4% | -68.4% | -60.4% |
| 1Y | -56.7% | +11.9% | -68.6% | -60.1% |
| All | -56.7% | +11.9% | -68.6% | -60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling