-2.9%
NUVB vs VT
+13.3%
-16.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.1% |
| 7D | +3.1% | -1.6% | +4.7% | +5.7% |
| 30D | -8.8% | -2.5% | -6.3% | -5.1% |
| 3M | -23.9% | -1.3% | -22.6% | -22.1% |
| 6M | +4.5% | +3.1% | +1.4% | -0.6% |
| YTD | -47.7% | +10.9% | -58.6% | -54.3% |
| All | -2.9% | +13.3% | -16.2% | -18.8% |
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