+13.5%
VT vs NUE
+90.3%
-76.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -1.6% | +1.0% | -2.6% | -1.8% |
| 30D | -2.5% | +13.8% | -16.3% | -4.7% |
| 3M | -1.3% | +4.9% | -6.2% | -2.3% |
| 6M | +3.1% | +21.6% | -18.5% | -1.3% |
| YTD | +10.9% | +69.1% | -58.1% | -2.0% |
| All | +13.5% | +90.3% | -76.8% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling