+1,179.1%
VST vs NUE
+442.4%
+736.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +19.2% | +6.1% | +13.0% | +16.7% |
| 30D | -17.2% | +2.7% | -19.9% | -17.8% |
| 3M | -8.1% | -3.8% | -4.3% | -7.1% |
| 6M | -8.1% | +14.0% | -22.1% | -12.8% |
| YTD | -16.3% | +61.2% | -77.4% | -29.9% |
| 1Y | -24.1% | +77.8% | -101.9% | -38.7% |
| 3Y | +300.2% | +78.2% | +222.0% | +213.7% |
| 5Y | +645.9% | +149.8% | +496.1% | +383.1% |
| All | +1,179.1% | +442.4% | +736.8% | +395.3% |
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