+601.8%
VEEV vs NUE
+598.3%
+3.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -7.1% | -2.3% | -4.8% | -6.6% |
| 30D | +11.1% | -6.1% | +17.2% | +12.4% |
| 3M | +55.5% | +1.7% | +53.9% | +54.2% |
| 6M | +33.4% | +53.1% | -19.7% | +20.4% |
| YTD | +16.8% | +59.0% | -42.2% | +4.2% |
| 1Y | -7.7% | +85.3% | -93.1% | -21.0% |
| 3Y | +18.4% | +63.2% | -44.9% | +1.8% |
| 5Y | -14.8% | +146.8% | -161.6% | -36.0% |
| 10Y | +546.5% | +584.3% | -37.8% | +220.1% |
| All | +601.8% | +598.3% | +3.5% | +215.2% |
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