+170.2%
VEA vs NUE
+686.5%
-516.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -1.1% |
| 7D | +0.3% | -2.3% | +2.6% | +1.1% |
| 30D | +0.4% | -6.1% | +6.5% | +2.5% |
| 3M | +4.8% | +1.7% | +3.2% | +3.5% |
| 6M | +11.3% | +53.1% | -41.8% | -5.4% |
| YTD | +17.4% | +59.0% | -41.7% | -1.8% |
| 1Y | +26.2% | +85.3% | -59.1% | -0.7% |
| 3Y | +77.7% | +63.2% | +14.5% | +40.3% |
| 5Y | +60.9% | +146.8% | -85.9% | +1.2% |
| 10Y | +163.6% | +584.3% | -420.7% | -2.6% |
| All | +170.2% | +686.5% | -516.3% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling