+449.9%
NUE vs VT
+224.4%
+225.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +0.5% |
| 7D | -2.4% | -0.7% | -1.7% | -1.4% |
| 30D | +3.8% | -1.7% | +5.5% | +6.1% |
| 3M | -3.7% | -2.3% | -1.3% | -0.9% |
| 6M | +13.2% | +1.5% | +11.7% | +10.8% |
| YTD | +61.6% | +12.0% | +49.5% | +39.4% |
| 1Y | +83.6% | +12.9% | +70.7% | +57.0% |
| 3Y | +78.6% | +74.9% | +3.7% | -11.4% |
| 5Y | +148.0% | +59.9% | +88.0% | +38.9% |
| 10Y | +449.9% | +224.6% | +225.3% | +20.3% |
| All | +449.9% | +224.4% | +225.5% | +20.3% |
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