-89.6%
NUS vs VT
+59.8%
-149.4%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -4.6% |
| 7D | -22.0% | -0.7% | -21.3% | -21.3% |
| 30D | -20.1% | -1.7% | -18.4% | -18.6% |
| 3M | -19.1% | -2.3% | -16.8% | -17.1% |
| 6M | -40.0% | +1.5% | -41.5% | -41.2% |
| YTD | -58.3% | +12.0% | -70.4% | -63.1% |
| 1Y | -57.9% | +12.9% | -70.8% | -63.1% |
| 3Y | -73.9% | +74.9% | -148.9% | -85.2% |
| 5Y | -89.6% | +59.9% | -149.5% | -93.6% |
| All | -89.6% | +59.8% | -149.4% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling