+543.1%
VEEV vs NUE
+599.8%
-56.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.2% |
| 7D | -4.6% | -0.6% | -4.0% | -4.5% |
| 30D | +8.6% | -4.6% | +13.2% | +9.5% |
| 3M | +62.4% | -0.3% | +62.7% | +61.8% |
| 6M | +40.3% | +51.9% | -11.6% | +28.0% |
| YTD | +17.5% | +60.0% | -42.4% | +5.7% |
| 1Y | -6.1% | +82.9% | -89.0% | -18.2% |
| 3Y | +16.7% | +66.0% | -49.3% | +1.3% |
| 5Y | -13.3% | +149.0% | -162.3% | -33.2% |
| All | +543.1% | +599.8% | -56.7% | +231.6% |
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