+72.0%
NUE vs VLTO
+73.3%
-1.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | -10.2% | +2.0% | -12.3% | -10.7% |
| 30D | -0.4% | +21.8% | -22.2% | -5.9% |
| 3M | -8.4% | +20.2% | -28.6% | -13.2% |
| 6M | +10.1% | +36.3% | -26.2% | +0.1% |
| YTD | +54.1% | +18.8% | +35.2% | +46.6% |
| 1Y | +74.7% | +20.4% | +54.3% | +65.0% |
| 3Y | +72.0% | +71.9% | +0.1% | +41.7% |
| All | +72.0% | +73.3% | -1.3% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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