+475.0%
NUE vs VT
+374.2%
+100.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.2% | +0.4% | +3.8% | +3.6% |
| 30D | -5.0% | +1.0% | -5.9% | -6.1% |
| 3M | -0.2% | +2.4% | -2.6% | -3.4% |
| 6M | +49.1% | +12.0% | +37.1% | +28.9% |
| YTD | +61.0% | +15.3% | +45.7% | +33.9% |
| 1Y | +82.5% | +22.6% | +60.0% | +40.6% |
| 3Y | +57.9% | +74.7% | -16.8% | -21.6% |
| 5Y | +146.6% | +66.1% | +80.4% | +32.0% |
| 10Y | +561.6% | +225.0% | +336.6% | +56.7% |
| All | +475.0% | +374.2% | +100.8% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling