+20.3%
VZ vs NU
-17.6%
+37.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.7% | -12.2% | -0.1% |
| 7D | +1.5% | +9.9% | -8.4% | +1.8% |
| 30D | +4.4% | -11.5% | +15.8% | +4.1% |
| 3M | -2.4% | -5.1% | +2.7% | -2.3% |
| 6M | +1.4% | +3.1% | -1.7% | +2.5% |
| YTD | +21.4% | -21.0% | +42.4% | +15.2% |
| 1Y | +20.3% | -15.2% | +35.5% | +13.8% |
| All | +20.3% | -17.6% | +37.9% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling