+70.5%
NUE vs VLTO
+56.3%
+14.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | -6.2% | +1.6% | -7.9% | -6.6% |
| 30D | +2.5% | +22.0% | -19.5% | -3.1% |
| 3M | -6.4% | +21.9% | -28.3% | -11.5% |
| 6M | +13.3% | +36.5% | -23.2% | +3.4% |
| YTD | +58.5% | +19.0% | +39.6% | +50.9% |
| 1Y | +81.9% | +21.0% | +60.9% | +71.6% |
| 3Y | +75.3% | +69.9% | +5.4% | +49.4% |
| All | +70.5% | +56.3% | +14.1% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling