+650.8%
VRT vs NU
+7.4%
+643.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.9% | -2.2% |
| 7D | -17.7% | +4.0% | -21.7% | -19.0% |
| 30D | -20.0% | -25.1% | +5.1% | -11.1% |
| 3M | -28.1% | -12.8% | -15.2% | -25.9% |
| 6M | -42.8% | -12.5% | -30.4% | -41.6% |
| YTD | +20.0% | -27.8% | +47.8% | +32.3% |
| 1Y | +3.5% | -24.6% | +28.1% | +11.8% |
| 3Y | +366.1% | +41.8% | +324.3% | +285.6% |
| All | +650.8% | +7.4% | +643.4% | +490.6% |
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