+575.6%
NUE vs VO
+200.3%
+375.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.6% |
| 7D | -0.6% | -1.5% | +0.9% | +1.2% |
| 30D | -4.6% | -3.0% | -1.5% | -1.0% |
| 3M | -0.3% | +2.8% | -3.1% | -3.5% |
| 6M | +51.9% | +10.9% | +40.9% | +34.9% |
| YTD | +60.0% | +12.5% | +47.5% | +39.7% |
| 1Y | +82.9% | +12.0% | +70.9% | +60.5% |
| 3Y | +66.0% | +56.3% | +9.7% | +0.2% |
| 5Y | +149.0% | +42.9% | +106.0% | +67.3% |
| All | +575.6% | +200.3% | +375.4% | +81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling