+924.9%
VLO vs NUE
+599.8%
+325.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.5% |
| 7D | +5.3% | -0.6% | +5.9% | +5.6% |
| 30D | +18.2% | -4.6% | +22.8% | +20.7% |
| 3M | +53.3% | -0.3% | +53.7% | +52.0% |
| 6M | +70.4% | +51.9% | +18.6% | +34.5% |
| YTD | +143.4% | +60.0% | +83.4% | +86.4% |
| 1Y | +153.0% | +82.9% | +70.1% | +79.0% |
| 3Y | +195.0% | +66.0% | +129.0% | +110.5% |
| 5Y | +618.8% | +149.0% | +469.8% | +255.4% |
| All | +924.9% | +599.8% | +325.0% | +126.5% |
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 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