+222.3%
VT vs NUE
+540.4%
-318.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | +1.0% | +1.8% | -0.8% | +0.5% |
| 30D | -0.2% | -6.0% | +5.7% | +1.3% |
| 3M | +4.5% | +1.4% | +3.1% | +3.6% |
| 6M | +14.1% | +52.8% | -38.8% | +0.4% |
| YTD | +14.8% | +58.1% | -43.4% | -0.2% |
| 1Y | +21.2% | +80.4% | -59.2% | +1.1% |
| 3Y | +76.6% | +62.3% | +14.3% | +47.2% |
| 5Y | +66.6% | +146.2% | -79.6% | +16.3% |
| 10Y | +222.3% | +549.5% | -327.2% | +44.9% |
| All | +222.3% | +540.4% | -318.1% | +44.9% |
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