+470.4%
VRTX vs NUE
+423.6%
+46.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.7% | 0.0% |
| 7D | -1.6% | +2.8% | -4.3% | -2.1% |
| 30D | +8.0% | -2.1% | +10.1% | +8.3% |
| 3M | +4.3% | -7.3% | +11.6% | +5.5% |
| 6M | +18.9% | +8.9% | +10.0% | +15.9% |
| YTD | +18.8% | +55.6% | -36.8% | +7.1% |
| 1Y | +24.0% | +74.7% | -50.7% | +9.0% |
| 3Y | +42.1% | +71.7% | -29.5% | +22.3% |
| 5Y | +187.6% | +141.2% | +46.4% | +118.4% |
| All | +470.4% | +423.6% | +46.8% | +208.0% |
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