-38.0%
VG vs NUE
+111.4%
-149.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.8% |
| 7D | -2.5% | +1.8% | -4.3% | -3.3% |
| 30D | +11.1% | -6.0% | +17.0% | +13.5% |
| 3M | +14.9% | +1.4% | +13.4% | +12.8% |
| 6M | +18.4% | +52.8% | -34.5% | -10.8% |
| YTD | +116.6% | +58.1% | +58.5% | +59.5% |
| 1Y | +9.4% | +80.4% | -71.1% | -27.5% |
| All | -38.0% | +111.4% | -149.4% | -65.7% |
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