+82.5%
NUE vs VO
+15.8%
+66.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | +4.2% | -0.3% | +4.5% | +4.5% |
| 30D | -5.0% | -0.3% | -4.6% | -4.6% |
| 3M | -0.2% | +2.9% | -3.2% | -3.3% |
| 6M | +49.1% | +9.3% | +39.8% | +35.5% |
| YTD | +61.0% | +14.2% | +46.8% | +39.4% |
| 1Y | +82.5% | +15.3% | +67.3% | +56.3% |
| All | +82.5% | +15.8% | +66.7% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling