-49.4%
VG vs NUE
+111.9%
-161.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +0.6% |
| 7D | -7.7% | -6.2% | -1.5% | -5.4% |
| 30D | -8.8% | +2.5% | -11.3% | -9.8% |
| 3M | -15.6% | -6.4% | -9.2% | -13.9% |
| 6M | +5.2% | +13.3% | -8.1% | -3.2% |
| YTD | +76.9% | +58.5% | +18.4% | +29.8% |
| 1Y | +42.5% | +81.9% | -39.4% | -5.9% |
| All | -49.4% | +111.9% | -161.3% | -72.0% |
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