-9.7%
NRUC price history and return analytics
+13.3%
-23.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.8% |
| 7D | +0.5% | -1.6% | +2.1% | +0.8% |
| 30D | -2.8% | -2.5% | -0.3% | -2.4% |
| 3M | -9.5% | -1.3% | -8.2% | -9.2% |
| 6M | -14.1% | +3.1% | -17.2% | -14.5% |
| YTD | -10.9% | +10.9% | -21.8% | -11.8% |
| All | -9.7% | +13.3% | -23.0% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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