+107.3%
V vs NU
+6.9%
+100.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.3% |
| 7D | +2.2% | +3.6% | -1.4% | +1.8% |
| 30D | +13.6% | -22.8% | +36.4% | +16.8% |
| 3M | +14.3% | -14.8% | +29.1% | +15.8% |
| 6M | +33.1% | -16.9% | +50.0% | +35.0% |
| YTD | +21.2% | -28.1% | +49.4% | +24.8% |
| 1Y | +26.4% | -24.5% | +51.0% | +29.3% |
| 3Y | +77.6% | +44.8% | +32.8% | +65.2% |
| All | +107.3% | +6.9% | +100.4% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling