-55.5%
NUS price history and return analytics
+356.5%
-412.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -1.7% | +2.4% | -4.1% | -3.7% |
| 30D | -21.1% | -1.5% | -19.6% | -19.9% |
| 3M | -15.9% | -4.1% | -11.7% | -12.5% |
| 6M | -34.4% | +0.6% | -34.9% | -34.9% |
| YTD | -56.8% | +11.0% | -67.9% | -60.9% |
| 1Y | -57.3% | +13.3% | -70.7% | -62.0% |
| 3Y | -72.7% | +73.4% | -146.1% | -83.2% |
| 5Y | -89.4% | +57.4% | -146.8% | -92.9% |
| 10Y | -89.4% | +221.7% | -311.1% | -96.2% |
| All | -55.5% | +356.5% | -412.0% | -89.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling