+984.1%
VRT vs NU
+36.6%
+947.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.3% | +5.2% |
| 7D | +9.1% | +7.5% | +1.6% | +5.7% |
| 30D | +0.9% | +6.1% | -5.2% | -2.0% |
| 3M | -13.4% | +26.8% | -40.2% | -21.9% |
| 6M | +11.7% | +2.5% | +9.2% | +9.3% |
| YTD | +73.2% | -8.2% | +81.4% | +76.7% |
| 1Y | +123.4% | +3.4% | +120.1% | +116.4% |
| 3Y | +606.2% | +116.2% | +490.0% | +403.8% |
| All | +984.1% | +36.6% | +947.5% | +688.8% |
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