-87.8%
NUS price history and return analytics
+65.7%
-153.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.7% |
| 7D | +0.4% | -0.1% | +0.6% | +0.5% |
| 30D | -4.6% | -0.7% | -4.0% | -4.0% |
| 3M | -9.7% | +4.0% | -13.7% | -13.6% |
| 6M | -33.5% | +12.3% | -45.8% | -41.2% |
| YTD | -48.1% | +14.0% | -62.1% | -54.9% |
| 1Y | -56.7% | +20.3% | -77.0% | -64.4% |
| 3Y | -76.8% | +75.4% | -152.3% | -86.9% |
| 5Y | -87.8% | +66.0% | -153.8% | -92.9% |
| All | -87.8% | +65.7% | -153.5% | -92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling