+27.7%
V vs NU
-17.6%
+45.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +11.7% | -10.5% | -0.2% |
| 7D | +0.9% | +9.9% | -9.0% | -0.3% |
| 30D | +9.0% | -11.5% | +20.4% | +10.1% |
| 3M | +16.7% | -5.1% | +21.8% | +16.5% |
| 6M | +33.4% | +3.1% | +30.3% | +30.8% |
| YTD | +22.4% | -21.0% | +43.4% | +26.4% |
| 1Y | +27.7% | -15.2% | +42.9% | +30.7% |
| All | +27.7% | -17.6% | +45.3% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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