+69.0%
NUTX vs VT
+13.3%
+55.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | -0.2% |
| 7D | -7.8% | -0.7% | -7.1% | -6.8% |
| 30D | -8.2% | -1.7% | -6.5% | -5.6% |
| 3M | +13.7% | -2.3% | +16.0% | +17.9% |
| 6M | +42.4% | +1.5% | +40.9% | +39.8% |
| YTD | +14.9% | +12.0% | +2.9% | +3.1% |
| 1Y | +69.0% | +12.9% | +56.1% | +53.0% |
| All | +69.0% | +13.3% | +55.7% | +53.0% |
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