+953.6%
VRT vs NUE
+147.3%
+806.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.6% | -10.2% | -9.9% |
| 7D | +2.4% | -2.3% | +4.7% | +3.5% |
| 30D | -2.7% | -6.1% | +3.4% | +0.2% |
| 3M | -9.2% | +1.7% | -10.8% | -10.5% |
| 6M | -0.5% | +53.1% | -53.6% | -20.6% |
| YTD | +62.3% | +59.0% | +3.3% | +27.3% |
| 1Y | +109.6% | +85.3% | +24.2% | +51.5% |
| 3Y | +573.1% | +63.2% | +509.8% | +394.9% |
| 5Y | +953.6% | +146.8% | +806.8% | +537.8% |
| All | +953.6% | +147.3% | +806.3% | +537.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling