+323.4%
NUVB vs VT
+74.2%
+249.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.2% |
| 7D | -5.9% | -0.1% | -5.8% | -5.7% |
| 30D | -1.2% | -0.7% | -0.5% | -0.2% |
| 3M | +32.3% | +4.0% | +28.3% | +22.8% |
| 6M | +37.8% | +12.3% | +25.6% | +12.5% |
| YTD | -27.2% | +14.0% | -41.3% | -42.0% |
| 1Y | +94.6% | +20.3% | +74.3% | +41.8% |
| All | +323.4% | +74.2% | +249.2% | +32.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling