+262.4%
VST vs NUE
+66.5%
+195.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.3% | +10.8% | +10.7% |
| 7D | -9.8% | -10.6% | +0.7% | -5.9% |
| 30D | -25.1% | -0.6% | -24.5% | -24.8% |
| 3M | -11.6% | -9.7% | -1.9% | -8.3% |
| 6M | -20.9% | +5.1% | -26.0% | -23.1% |
| YTD | -22.3% | +51.4% | -73.7% | -35.3% |
| 1Y | -32.0% | +71.3% | -103.3% | -46.5% |
| 3Y | +262.4% | +66.8% | +195.5% | +168.6% |
| All | +262.4% | +66.5% | +195.9% | +168.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling