-96.8%
NUTX vs VT
+62.1%
-158.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.6% | +1.0% |
| 7D | -7.8% | -4.2% | -3.7% | -0.9% |
| 30D | -11.3% | -5.8% | -5.5% | -1.9% |
| 3M | +23.1% | -5.2% | +28.4% | +34.9% |
| 6M | +60.0% | +0.1% | +59.9% | +60.4% |
| YTD | +17.6% | +8.2% | +9.4% | +4.3% |
| 1Y | +47.5% | +10.1% | +37.3% | +27.0% |
| 3Y | +402.3% | +69.7% | +332.6% | +120.2% |
| All | -96.8% | +62.1% | -158.9% | -99.5% |
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