+575.6%
NUE vs VEU
+155.0%
+420.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +0.4% |
| 7D | -0.6% | -1.4% | +0.8% | +1.0% |
| 30D | -4.6% | -0.4% | -4.1% | -4.1% |
| 3M | -0.3% | +2.5% | -2.9% | -3.6% |
| 6M | +51.9% | +11.1% | +40.7% | +33.2% |
| YTD | +60.0% | +16.5% | +43.5% | +32.2% |
| 1Y | +82.9% | +22.9% | +60.0% | +41.8% |
| 3Y | +66.0% | +73.4% | -7.4% | -15.1% |
| 5Y | +149.0% | +56.1% | +92.9% | +45.7% |
| All | +575.6% | +155.0% | +420.7% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling