+213.7%
VT vs NUE
+495.4%
-281.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.3% | -10.6% | +8.2% | +0.7% |
| 30D | -5.0% | -0.6% | -4.4% | -4.9% |
| 3M | -4.9% | -9.7% | +4.8% | -2.5% |
| 6M | -1.5% | +5.1% | -6.6% | -3.8% |
| YTD | +8.5% | +51.4% | -42.9% | -4.8% |
| 1Y | +11.4% | +71.3% | -59.9% | -5.7% |
| 3Y | +70.1% | +66.8% | +3.2% | +40.3% |
| 5Y | +53.7% | +134.8% | -81.1% | +8.9% |
| All | +213.7% | +495.4% | -281.7% | +48.2% |
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