+818.4%
VOO vs NUE
+859.0%
-40.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.6% |
| 7D | -0.4% | -2.3% | +1.9% | +0.4% |
| 30D | -1.4% | -6.1% | +4.7% | +0.5% |
| 3M | +3.7% | +1.7% | +2.1% | +2.5% |
| 6M | +13.0% | +53.1% | -40.0% | -2.6% |
| YTD | +12.4% | +59.0% | -46.6% | -4.6% |
| 1Y | +18.6% | +85.3% | -66.7% | -4.7% |
| 3Y | +78.1% | +63.2% | +14.8% | +44.0% |
| 5Y | +82.3% | +146.8% | -64.5% | +20.3% |
| 10Y | +322.5% | +584.3% | -261.8% | +64.8% |
| All | +818.4% | +859.0% | -40.6% | +174.8% |
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