-51.9%
NUVB vs VT
+57.5%
-109.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.7% |
| 7D | -10.4% | -0.1% | -10.3% | -9.8% |
| 30D | -16.0% | -3.1% | -12.9% | -11.5% |
| 3M | -36.4% | -3.5% | -32.9% | -32.5% |
| 6M | -12.3% | +0.5% | -12.8% | -12.3% |
| YTD | -53.1% | +10.8% | -63.9% | -59.2% |
| 1Y | -9.5% | +11.9% | -21.4% | -22.2% |
| 3Y | +225.6% | +73.0% | +152.6% | +58.5% |
| 5Y | -51.9% | +58.6% | -110.5% | -72.9% |
| All | -51.9% | +57.5% | -109.4% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling