+426.7%
VRTX vs NUE
+599.8%
-173.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -5.6% | -0.6% | -5.0% | -5.5% |
| 30D | -2.0% | -4.6% | +2.6% | -1.1% |
| 3M | +15.8% | -0.3% | +16.1% | +15.5% |
| 6M | +4.7% | +51.9% | -47.2% | -5.2% |
| YTD | +13.7% | +60.0% | -46.3% | +1.6% |
| 1Y | +29.7% | +82.9% | -53.2% | +12.2% |
| 3Y | +48.4% | +66.0% | -17.5% | +27.9% |
| 5Y | +173.3% | +149.0% | +24.4% | +102.0% |
| All | +426.7% | +599.8% | -173.1% | +119.5% |
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