+73.1%
NUE vs VLTO
+27.2%
+45.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.1% |
| 7D | +4.2% | -2.3% | +6.5% | +4.9% |
| 30D | -5.0% | -0.9% | -4.1% | -4.9% |
| 3M | -0.2% | +13.8% | -14.0% | -4.2% |
| 6M | +49.1% | +2.0% | +47.1% | +48.1% |
| YTD | +61.0% | -3.2% | +64.2% | +62.3% |
| 1Y | +82.5% | -9.2% | +91.7% | +88.4% |
| All | +73.1% | +27.2% | +45.9% | +58.9% |
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