+14,226.8%
NUE vs VTRS
+553.2%
+13,673.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -0.6% | -2.2% | +1.6% | -0.1% |
| 30D | -4.6% | +3.3% | -7.9% | -5.3% |
| 3M | -0.3% | +2.0% | -2.3% | -0.9% |
| 6M | +51.9% | +19.9% | +31.9% | +44.7% |
| YTD | +60.0% | +35.7% | +24.3% | +47.6% |
| 1Y | +82.9% | +68.1% | +14.8% | +59.7% |
| 3Y | +66.0% | +87.1% | -21.1% | +38.4% |
| 5Y | +149.0% | +47.6% | +101.3% | +115.9% |
| 10Y | +588.3% | -48.2% | +636.5% | +615.2% |
| All | +14,226.8% | +553.2% | +13,673.7% | +7,303.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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