+1,079.0%
VST vs NUE
+572.5%
+506.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.1% |
| 7D | +10.9% | -2.4% | +13.4% | +11.9% |
| 30D | -15.6% | +3.8% | -19.4% | -16.6% |
| 3M | -7.8% | -3.7% | -4.1% | -6.7% |
| 6M | -12.0% | +13.2% | -25.2% | -16.1% |
| YTD | -16.9% | +61.6% | -78.5% | -30.3% |
| 1Y | -25.1% | +83.6% | -108.7% | -39.9% |
| 3Y | +297.1% | +78.6% | +218.4% | +212.5% |
| 5Y | +641.9% | +148.0% | +494.0% | +387.2% |
| 10Y | +1,142.3% | +449.9% | +692.4% | +396.6% |
| All | +1,079.0% | +572.5% | +506.5% | +364.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling