+81.2%
NUVB price history and return analytics
+19.6%
+61.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -4.8% |
| 7D | -10.9% | -1.1% | -9.8% | -9.2% |
| 30D | -5.5% | -1.0% | -4.5% | -4.0% |
| 3M | +27.5% | +3.2% | +24.4% | +20.1% |
| 6M | +32.2% | +12.5% | +19.8% | +8.6% |
| YTD | -32.3% | +14.1% | -46.3% | -45.1% |
| 1Y | +81.2% | +18.9% | +62.3% | +32.6% |
| All | +81.2% | +19.6% | +61.5% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling