+858.9%
VRT vs NU
+33.5%
+825.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | -7.7% | -4.2% | -3.5% | -6.0% |
| 30D | -12.0% | +10.0% | -22.0% | -15.7% |
| 3M | -11.7% | +29.3% | -40.9% | -20.9% |
| 6M | -8.1% | +0.9% | -9.0% | -9.4% |
| YTD | +53.2% | -10.3% | +63.5% | +57.9% |
| 1Y | +81.7% | -3.2% | +84.8% | +81.0% |
| 3Y | +535.3% | +120.6% | +414.7% | +351.0% |
| All | +858.9% | +33.5% | +825.4% | +605.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling