-35.3%
NUVB price history and return analytics
+115.1%
-150.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -2.5% |
| 7D | -7.2% | -2.0% | -5.2% | -4.5% |
| 30D | -1.4% | -1.4% | 0.0% | +0.5% |
| 3M | +37.1% | +4.7% | +32.4% | +28.1% |
| 6M | +33.9% | +11.4% | +22.6% | +15.8% |
| YTD | -29.9% | +13.1% | -43.0% | -40.4% |
| 1Y | +89.2% | +19.0% | +70.1% | +50.8% |
| 3Y | +302.6% | +73.9% | +228.6% | +105.6% |
| 5Y | -32.8% | +65.4% | -98.2% | -63.5% |
| All | -35.3% | +115.1% | -150.3% | -65.1% |
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