+145.1%
NUE vs VO
+40.2%
+104.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.1% |
| 7D | -2.7% | -2.5% | -0.2% | +0.3% |
| 30D | -6.1% | -3.2% | -2.8% | -2.3% |
| 3M | +2.2% | +3.9% | -1.7% | -2.2% |
| 6M | +50.8% | +9.6% | +41.1% | +35.5% |
| YTD | +57.5% | +11.6% | +46.0% | +38.5% |
| 1Y | +82.5% | +12.6% | +69.8% | +58.7% |
| 3Y | +61.7% | +55.4% | +6.3% | -1.7% |
| 5Y | +145.1% | +41.8% | +103.3% | +56.0% |
| All | +145.1% | +40.2% | +104.9% | +56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling