-50.0%
NUS vs VT
+345.0%
-395.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -5.6% |
| 7D | -3.4% | -4.2% | +0.8% | +0.6% |
| 30D | -4.4% | -5.8% | +1.4% | +1.0% |
| 3M | -12.1% | -5.2% | -6.9% | -7.6% |
| 6M | -36.8% | +0.1% | -36.9% | -37.1% |
| YTD | -51.5% | +8.2% | -59.7% | -55.0% |
| 1Y | -57.7% | +10.1% | -67.8% | -61.4% |
| 3Y | -72.1% | +69.7% | -141.8% | -82.6% |
| 5Y | -87.6% | +53.4% | -141.0% | -91.5% |
| 10Y | -88.3% | +219.2% | -307.5% | -95.8% |
| All | -50.0% | +345.0% | -395.0% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling