+21.7%
VZ vs NU
-28.1%
+49.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | -0.2% |
| 7D | +0.9% | +0.8% | +0.2% | +1.0% |
| 30D | +6.9% | -24.1% | +31.0% | +6.0% |
| 3M | +0.6% | -12.8% | +13.4% | +0.5% |
| 6M | +0.3% | -10.9% | +11.2% | +0.7% |
| YTD | +21.9% | -29.3% | +51.2% | +15.6% |
| 1Y | +21.7% | -26.9% | +48.6% | +15.5% |
| All | +21.7% | -28.1% | +49.8% | +15.5% |
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