+63.4%
NUE vs VCLT
+11.3%
+52.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.4% |
| 7D | -2.7% | -1.3% | -1.4% | -2.1% |
| 30D | -6.1% | -1.1% | -4.9% | -5.6% |
| 3M | +2.2% | -3.7% | +5.9% | +4.1% |
| 6M | +50.8% | -4.0% | +54.8% | +53.7% |
| YTD | +57.5% | -3.4% | +60.9% | +60.1% |
| 1Y | +82.5% | -4.1% | +86.6% | +86.1% |
| All | +63.4% | +11.3% | +52.1% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling