-44.6%
VG vs NUE
+108.0%
-152.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | +0.4% |
| 7D | +14.0% | +2.8% | +11.2% | +12.8% |
| 30D | -1.0% | -2.1% | +1.1% | -0.3% |
| 3M | -2.7% | -7.3% | +4.6% | -0.3% |
| 6M | +1.5% | +8.9% | -7.4% | -4.7% |
| YTD | +93.7% | +55.6% | +38.1% | +43.1% |
| 1Y | +68.5% | +74.7% | -6.1% | +13.8% |
| All | -44.6% | +108.0% | -152.6% | -69.2% |
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