+893.4%
VRT vs NU
+30.0%
+863.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.3% | +4.7% |
| 7D | -8.4% | -4.9% | -3.5% | -6.4% |
| 30D | -10.9% | +7.8% | -18.7% | -14.0% |
| 3M | -13.7% | +20.9% | -34.6% | -20.6% |
| 6M | -4.1% | +0.9% | -5.0% | -5.6% |
| YTD | +58.7% | -12.7% | +71.4% | +65.3% |
| 1Y | +89.6% | -6.4% | +96.0% | +91.6% |
| 3Y | +558.1% | +98.1% | +460.0% | +387.2% |
| All | +893.4% | +30.0% | +863.5% | +638.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling