-89.3%
NUS price history and return analytics
+221.8%
-311.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -1.7% | +2.4% | -4.1% | -3.8% |
| 30D | -21.1% | -1.5% | -19.6% | -19.9% |
| 3M | -15.9% | -4.1% | -11.7% | -12.4% |
| 6M | -34.4% | +0.6% | -34.9% | -34.9% |
| YTD | -56.8% | +11.0% | -67.9% | -61.1% |
| 1Y | -57.3% | +13.3% | -70.7% | -62.2% |
| 3Y | -72.7% | +73.4% | -146.1% | -83.6% |
| 5Y | -89.4% | +57.4% | -146.8% | -93.1% |
| All | -89.3% | +221.8% | -311.1% | -96.2% |
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