+29.3%
VCIT vs NUE
+540.4%
-511.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | -0.1% |
| 7D | +0.1% | +1.8% | -1.7% | +0.1% |
| 30D | -0.8% | -6.0% | +5.2% | -0.7% |
| 3M | -0.5% | +1.4% | -2.0% | -0.6% |
| 6M | -1.4% | +52.8% | -54.2% | -2.0% |
| YTD | -0.8% | +58.1% | -58.9% | -1.4% |
| 1Y | +0.3% | +80.4% | -80.1% | -0.5% |
| 3Y | +19.2% | +62.3% | -43.1% | +18.2% |
| 5Y | +3.6% | +146.2% | -142.6% | +2.1% |
| 10Y | +29.3% | +549.5% | -520.2% | +26.1% |
| All | +29.3% | +540.4% | -511.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling