+434.6%
NUE vs VT
+223.7%
+210.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -1.5% |
| 7D | -10.2% | +0.4% | -10.6% | -10.6% |
| 30D | -0.4% | -2.6% | +2.2% | +2.9% |
| 3M | -8.4% | -3.2% | -5.1% | -4.6% |
| 6M | +10.1% | +0.9% | +9.1% | +8.5% |
| YTD | +54.1% | +11.3% | +42.8% | +34.1% |
| 1Y | +74.7% | +14.0% | +60.7% | +47.5% |
| 3Y | +72.0% | +75.8% | -3.9% | -15.2% |
| 5Y | +136.4% | +57.8% | +78.5% | +34.7% |
| 10Y | +434.6% | +219.8% | +214.8% | +22.6% |
| All | +434.6% | +223.7% | +210.9% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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