+879.0%
NUE vs VOO
+812.0%
+67.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | +1.8% | +0.5% | +1.2% | +1.1% |
| 30D | -6.0% | -0.9% | -5.0% | -4.9% |
| 3M | +1.4% | +3.9% | -2.5% | -3.3% |
| 6M | +52.8% | +14.5% | +38.3% | +29.7% |
| YTD | +58.1% | +13.0% | +45.2% | +36.3% |
| 1Y | +80.4% | +19.4% | +61.0% | +45.5% |
| 3Y | +62.3% | +78.9% | -16.6% | -19.2% |
| 5Y | +146.2% | +82.3% | +63.9% | +20.7% |
| 10Y | +549.5% | +314.2% | +235.3% | +17.4% |
| All | +879.0% | +812.0% | +67.0% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling