+2,263.5%
VGT vs NUE
+3,446.7%
-1,183.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.7% |
| 7D | -0.2% | -0.6% | +0.5% | 0.0% |
| 30D | -0.4% | -4.6% | +4.1% | +0.9% |
| 3M | +4.4% | -0.3% | +4.8% | +3.9% |
| 6M | +32.1% | +51.9% | -19.8% | +14.4% |
| YTD | +28.8% | +60.0% | -31.2% | +9.4% |
| 1Y | +35.3% | +82.9% | -47.5% | +9.6% |
| 3Y | +124.8% | +66.0% | +58.8% | +82.5% |
| 5Y | +137.9% | +149.0% | -11.0% | +62.2% |
| 10Y | +814.2% | +588.3% | +225.9% | +312.0% |
| All | +2,263.5% | +3,446.7% | -1,183.3% | +547.5% |
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