+75.8%
VOO vs NU
+113.0%
-37.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -2.0% | -4.2% | +2.2% | -1.2% |
| 30D | -1.7% | +10.0% | -11.7% | -3.5% |
| 3M | +4.7% | +29.3% | -24.5% | -0.4% |
| 6M | +12.6% | +0.9% | +11.6% | +11.7% |
| YTD | +11.8% | -10.3% | +22.0% | +13.0% |
| 1Y | +17.5% | -3.2% | +20.7% | +16.9% |
| All | +75.8% | +113.0% | -37.2% | +46.9% |
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