+149.8%
NUE vs VT
+58.5%
+91.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +6.1% | +2.9% | +3.2% | +2.5% |
| 30D | +2.7% | -2.5% | +5.2% | +5.9% |
| 3M | -3.8% | -3.3% | -0.5% | +0.1% |
| 6M | +14.0% | +1.5% | +12.5% | +11.6% |
| YTD | +61.2% | +11.4% | +49.8% | +40.6% |
| 1Y | +77.8% | +11.9% | +65.9% | +54.1% |
| 3Y | +78.2% | +73.9% | +4.3% | -9.8% |
| 5Y | +149.8% | +57.9% | +92.0% | +33.5% |
| All | +149.8% | +58.5% | +91.3% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling