-96.9%
NUTX vs VT
+65.9%
-162.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.3% |
| 7D | +3.7% | -0.1% | +3.9% | +4.4% |
| 30D | -9.7% | -3.1% | -6.7% | -4.5% |
| 3M | -5.7% | -3.5% | -2.2% | +0.4% |
| 6M | +36.3% | +0.5% | +35.8% | +35.9% |
| YTD | +13.1% | +10.8% | +2.4% | -3.3% |
| 1Y | +56.7% | +11.9% | +44.8% | +31.6% |
| 3Y | +417.4% | +73.0% | +344.4% | +120.4% |
| All | -96.9% | +65.9% | -162.8% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling