+75.7%
VOO vs NU
+36.3%
+39.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.5% | +6.0% | -5.5% | -0.3% |
| 30D | -0.9% | +10.8% | -11.7% | -2.5% |
| 3M | +3.9% | +32.2% | -28.3% | -0.4% |
| 6M | +14.5% | +5.1% | +9.4% | +13.2% |
| YTD | +13.0% | -8.4% | +21.4% | +13.5% |
| 1Y | +19.4% | +0.7% | +18.7% | +18.3% |
| 3Y | +78.9% | +125.1% | -46.2% | +56.3% |
| All | +75.7% | +36.3% | +39.4% | +51.2% |
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