+1,232.7%
VST vs NUE
+562.0%
+670.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +5.3% | -2.3% | +7.6% | +6.1% |
| 30D | +5.8% | -6.1% | +11.8% | +7.8% |
| 3M | +3.5% | +1.7% | +1.8% | +2.2% |
| 6M | -7.4% | +53.1% | -60.5% | -20.5% |
| YTD | -6.1% | +59.0% | -65.1% | -20.8% |
| 1Y | -21.6% | +85.3% | -107.0% | -37.6% |
| 3Y | +357.2% | +63.2% | +293.9% | +269.7% |
| 5Y | +777.0% | +146.8% | +630.2% | +473.0% |
| All | +1,232.7% | +562.0% | +670.8% | +428.0% |
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