+575.6%
NUE vs VOO
+325.3%
+250.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.6% |
| 7D | -0.6% | -0.8% | +0.1% | +0.3% |
| 30D | -4.6% | -1.1% | -3.5% | -3.3% |
| 3M | -0.3% | +3.9% | -4.2% | -4.9% |
| 6M | +51.9% | +13.6% | +38.3% | +30.7% |
| YTD | +60.0% | +12.7% | +47.3% | +38.8% |
| 1Y | +82.9% | +17.6% | +65.3% | +51.1% |
| 3Y | +66.0% | +77.3% | -11.3% | -14.8% |
| 5Y | +149.0% | +84.1% | +64.8% | +23.0% |
| All | +575.6% | +325.3% | +250.3% | +10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling