+690.0%
NUE vs VIG
+614.0%
+76.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.4% |
| 7D | -2.3% | -1.2% | -1.1% | -0.6% |
| 30D | -6.1% | -2.8% | -3.3% | -2.0% |
| 3M | +1.7% | +2.5% | -0.8% | -1.8% |
| 6M | +53.1% | +8.1% | +45.0% | +36.7% |
| YTD | +59.0% | +9.6% | +49.5% | +39.2% |
| 1Y | +85.3% | +14.2% | +71.2% | +52.7% |
| 3Y | +63.2% | +56.1% | +7.1% | -14.8% |
| 5Y | +146.8% | +62.8% | +83.9% | +22.9% |
| 10Y | +584.3% | +248.2% | +336.1% | +5.4% |
| All | +690.0% | +614.0% | +76.0% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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