+155.9%
NUE vs VTEB
+1.2%
+154.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -0.6% | -0.9% | +0.3% | -0.3% |
| 30D | -4.6% | -2.5% | -2.0% | -3.6% |
| 3M | -0.3% | -3.0% | +2.6% | +0.8% |
| 6M | +51.9% | -2.1% | +54.0% | +53.1% |
| YTD | +60.0% | -1.5% | +61.5% | +61.0% |
| 1Y | +82.9% | +0.2% | +82.7% | +83.2% |
| 3Y | +66.0% | +8.6% | +57.4% | +56.6% |
| All | +155.9% | +1.2% | +154.7% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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