+145.1%
NUE vs VRSN
+32.1%
+113.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -2.7% | -1.5% | -1.1% | -2.1% |
| 30D | -6.1% | +0.7% | -6.8% | -6.4% |
| 3M | +2.2% | +0.6% | +1.7% | +1.5% |
| 6M | +50.8% | +21.7% | +29.0% | +36.8% |
| YTD | +57.5% | +20.0% | +37.5% | +42.8% |
| 1Y | +82.5% | +3.2% | +79.3% | +77.9% |
| 3Y | +61.7% | +42.4% | +19.3% | +29.7% |
| 5Y | +145.1% | +33.0% | +112.2% | +89.8% |
| All | +145.1% | +32.1% | +113.1% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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