-46.5%
NUS vs VT
+374.2%
-420.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | -6.1% | +1.0% | -7.1% | -6.9% |
| 3M | -7.9% | +2.4% | -10.2% | -10.3% |
| 6M | -35.0% | +12.0% | -47.0% | -41.6% |
| YTD | -48.2% | +15.3% | -63.5% | -54.7% |
| 1Y | -59.2% | +22.6% | -81.8% | -66.2% |
| 3Y | -77.7% | +74.7% | -152.3% | -86.4% |
| 5Y | -88.5% | +66.1% | -154.6% | -92.7% |
| 10Y | -88.6% | +225.0% | -313.6% | -96.0% |
| All | -46.5% | +374.2% | -420.7% | -87.3% |
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