+112.2%
NUDM price history and return analytics
+183.5%
-71.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.2% |
| 7D | -2.7% | -2.0% | -0.7% | -1.0% |
| 30D | -2.8% | -1.4% | -1.3% | -1.5% |
| 3M | +5.4% | +4.7% | +0.6% | +1.2% |
| 6M | +7.7% | +11.4% | -3.7% | -1.9% |
| YTD | +11.0% | +13.1% | -2.1% | -0.2% |
| 1Y | +16.6% | +19.0% | -2.4% | +0.3% |
| 3Y | +65.0% | +73.9% | -8.9% | +1.8% |
| 5Y | +50.2% | +65.4% | -15.2% | -3.6% |
| All | +112.2% | +183.5% | -71.4% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling