+3.8%
VCIT vs NUE
+146.7%
-142.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.3% | +4.2% | -4.6% | -0.4% |
| 30D | -0.8% | -5.0% | +4.2% | -0.7% |
| 3M | -1.0% | -0.2% | -0.8% | -1.0% |
| 6M | -1.8% | +49.1% | -51.0% | -2.8% |
| YTD | -0.7% | +61.0% | -61.7% | -1.8% |
| 1Y | +1.0% | +82.5% | -81.6% | -0.5% |
| 3Y | +18.8% | +57.9% | -39.1% | +17.3% |
| All | +3.8% | +146.7% | -142.8% | +0.9% |
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