+95.4%
NUV price history and return analytics
+364.8%
-269.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.1% |
| 7D | -2.3% | -2.0% | -0.3% | -1.9% |
| 30D | -3.8% | -1.4% | -2.4% | -3.6% |
| 3M | -3.9% | +4.7% | -8.6% | -4.6% |
| 6M | -3.8% | +11.4% | -15.1% | -5.5% |
| YTD | -1.4% | +13.1% | -14.4% | -3.4% |
| 1Y | +2.0% | +19.0% | -17.0% | -1.0% |
| 3Y | +17.9% | +73.9% | -56.0% | +7.4% |
| 5Y | -6.9% | +65.4% | -72.3% | -14.9% |
| 10Y | +21.3% | +225.4% | -204.1% | -0.6% |
| All | +95.4% | +364.8% | -269.4% | +44.4% |
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