+16.7%
VEEV vs NUE
+61.7%
-45.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.4% |
| 7D | -4.6% | -0.6% | -4.0% | -4.6% |
| 30D | +8.6% | -4.6% | +13.2% | +9.0% |
| 3M | +62.4% | -0.3% | +62.7% | +62.4% |
| 6M | +40.3% | +51.9% | -11.6% | +34.3% |
| YTD | +17.5% | +60.0% | -42.4% | +11.6% |
| 1Y | -6.1% | +82.9% | -89.0% | -12.8% |
| 3Y | +16.7% | +66.0% | -49.3% | +5.4% |
| All | +16.7% | +61.7% | -45.0% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling