+549.5%
NUE vs VT
+221.4%
+328.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | +1.8% | +1.0% | +0.8% | +0.5% |
| 30D | -6.0% | -0.2% | -5.7% | -5.7% |
| 3M | +1.4% | +4.5% | -3.1% | -4.3% |
| 6M | +52.8% | +14.1% | +38.8% | +29.2% |
| YTD | +58.1% | +14.8% | +43.4% | +32.5% |
| 1Y | +80.4% | +21.2% | +59.2% | +41.2% |
| 3Y | +62.3% | +76.6% | -14.3% | -20.3% |
| 5Y | +146.2% | +66.6% | +79.6% | +31.3% |
| 10Y | +549.5% | +222.3% | +327.2% | +50.9% |
| All | +549.5% | +221.4% | +328.1% | +50.9% |
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