-20.9%
VST vs NUE
+82.6%
-103.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.6% |
| 7D | +8.9% | +4.2% | +4.7% | +8.3% |
| 30D | +6.2% | -5.0% | +11.2% | +6.8% |
| 3M | -2.7% | -0.2% | -2.5% | -3.1% |
| 6M | -8.4% | +49.1% | -57.5% | -13.6% |
| YTD | -7.2% | +61.0% | -68.2% | -14.1% |
| 1Y | -20.9% | +82.5% | -103.4% | -27.2% |
| All | -20.9% | +82.6% | -103.5% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling