+87.8%
NUE vs VOO
+14.7%
+73.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -3.3% |
| 7D | -1.4% | -0.7% | -0.7% | -0.8% |
| 30D | +6.6% | -1.1% | +7.6% | +7.5% |
| 3M | -2.0% | -0.3% | -1.7% | -1.7% |
| 6M | +19.2% | +7.4% | +11.9% | +12.4% |
| YTD | +65.6% | +13.4% | +52.3% | +47.3% |
| 1Y | +87.8% | +14.8% | +73.0% | +66.1% |
| All | +87.8% | +14.7% | +73.2% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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