+23.3%
VZ vs NU
-23.2%
+46.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.9% |
| 7D | +2.2% | +6.4% | -4.1% | +2.4% |
| 30D | +10.6% | -23.3% | +33.9% | +9.6% |
| 3M | -0.6% | -10.7% | +10.1% | -0.7% |
| 6M | +0.7% | -10.4% | +11.2% | +0.9% |
| YTD | +20.6% | -26.2% | +46.8% | +14.8% |
| All | +23.3% | -23.2% | +46.5% | +17.2% |
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