+55.3%
V vs NU
+124.7%
-69.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.7% |
| 7D | -1.7% | +7.5% | -9.2% | -2.7% |
| 30D | +2.0% | +6.1% | -4.2% | +1.1% |
| 3M | +17.4% | +26.8% | -9.5% | +13.5% |
| 6M | +17.5% | +2.5% | +15.0% | +16.5% |
| YTD | +7.6% | -8.2% | +15.8% | +8.2% |
| 1Y | +7.7% | +3.4% | +4.4% | +6.5% |
| All | +55.3% | +124.7% | -69.4% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling