-50.2%
VG vs NUE
+106.0%
-156.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.7% |
| 7D | -8.3% | -10.2% | +1.9% | -4.5% |
| 30D | -10.3% | -0.4% | -9.9% | -10.3% |
| 3M | -10.8% | -8.4% | -2.4% | -8.1% |
| 6M | +3.5% | +10.1% | -6.6% | -3.7% |
| YTD | +74.0% | +54.1% | +19.9% | +29.0% |
| 1Y | +48.9% | +74.7% | -25.8% | +0.1% |
| All | -50.2% | +106.0% | -156.2% | -72.2% |
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 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