+440.8%
NUE vs VT
+346.0%
+94.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.6% |
| 7D | -10.6% | -2.3% | -8.2% | -7.8% |
| 30D | -0.6% | -5.0% | +4.4% | +6.0% |
| 3M | -9.7% | -4.9% | -4.8% | -3.9% |
| 6M | +5.1% | -1.5% | +6.6% | +6.9% |
| YTD | +51.4% | +8.5% | +42.9% | +36.0% |
| 1Y | +71.3% | +11.4% | +60.0% | +48.8% |
| 3Y | +66.8% | +70.1% | -3.2% | -14.4% |
| 5Y | +134.8% | +53.7% | +81.1% | +38.3% |
| 10Y | +506.1% | +220.0% | +286.2% | +46.3% |
| All | +440.8% | +346.0% | +94.8% | -11.7% |
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