+3.5%
VCIT vs NUE
+123.1%
-119.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | -10.6% | +10.7% | +0.4% |
| 30D | +1.9% | -0.6% | +2.5% | +1.9% |
| 3M | -1.4% | -9.7% | +8.3% | -1.2% |
| 6M | -2.1% | +5.1% | -7.2% | -2.3% |
| YTD | -1.6% | +51.4% | -53.1% | -2.7% |
| 1Y | -0.9% | +71.3% | -72.2% | -2.3% |
| 3Y | +20.0% | +66.8% | -46.9% | +18.0% |
| All | +3.5% | +123.1% | -119.7% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling