+1,205.2%
VST vs NUE
+468.0%
+737.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.7% |
| 7D | -0.5% | -10.2% | +9.7% | +3.3% |
| 30D | -17.1% | -0.4% | -16.6% | -16.8% |
| 3M | -4.6% | -8.4% | +3.8% | -1.8% |
| 6M | -9.1% | +10.1% | -19.2% | -12.6% |
| YTD | -16.6% | +54.1% | -70.7% | -29.1% |
| 1Y | -29.5% | +74.7% | -104.2% | -42.7% |
| 3Y | +297.5% | +72.0% | +225.6% | +215.7% |
| 5Y | +654.5% | +136.4% | +518.2% | +398.7% |
| 10Y | +1,205.2% | +434.6% | +770.6% | +410.5% |
| All | +1,205.2% | +468.0% | +737.2% | +410.5% |
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