+14,059.5%
NUE vs VSH
+1,656.4%
+12,403.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +1.8% | +6.2% | -4.4% | 0.0% |
| 30D | -6.0% | -11.1% | +5.2% | -3.0% |
| 3M | +1.4% | -44.9% | +46.3% | +16.5% |
| 6M | +52.8% | +90.0% | -37.1% | +20.1% |
| YTD | +58.1% | +118.8% | -60.7% | +18.7% |
| 1Y | +80.4% | +109.0% | -28.6% | +36.3% |
| 3Y | +62.3% | +35.6% | +26.6% | +34.4% |
| 5Y | +146.2% | +66.7% | +79.5% | +90.8% |
| 10Y | +549.5% | +167.9% | +381.6% | +333.2% |
| All | +14,059.5% | +1,656.4% | +12,403.1% | +4,398.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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