+125.1%
NU price history and return analytics
+76.6%
+48.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +6.0% | +1.0% | +5.0% | +4.5% |
| 30D | +10.8% | -0.2% | +11.0% | +11.3% |
| 3M | +32.2% | +4.5% | +27.6% | +23.8% |
| 6M | +5.1% | +14.1% | -8.9% | -13.8% |
| YTD | -8.4% | +14.8% | -23.2% | -25.4% |
| 1Y | +0.7% | +21.2% | -20.5% | -24.3% |
| 3Y | +125.1% | +76.6% | +48.5% | +6.0% |
| All | +125.1% | +76.6% | +48.5% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling