+601.6%
NUE vs VEU
+188.7%
+412.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.5% |
| 7D | -2.3% | +0.3% | -2.6% | -2.7% |
| 30D | -6.1% | +0.7% | -6.7% | -6.8% |
| 3M | +1.7% | +4.7% | -3.0% | -4.1% |
| 6M | +53.1% | +11.6% | +41.4% | +33.4% |
| YTD | +59.0% | +16.8% | +42.2% | +31.1% |
| 1Y | +85.3% | +24.9% | +60.5% | +41.3% |
| 3Y | +63.2% | +75.7% | -12.5% | -16.9% |
| 5Y | +146.8% | +56.1% | +90.7% | +45.8% |
| 10Y | +584.3% | +153.6% | +430.7% | +135.2% |
| All | +601.6% | +188.7% | +412.9% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling