+11.4%
VT vs NUE
+70.0%
-58.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.3% | -10.6% | +8.2% | -0.3% |
| 30D | -5.0% | -0.6% | -4.4% | -4.8% |
| 3M | -4.9% | -9.7% | +4.8% | -3.2% |
| 6M | -1.5% | +5.1% | -6.6% | -3.0% |
| YTD | +8.5% | +51.4% | -42.9% | -2.1% |
| 1Y | +11.4% | +71.3% | -59.9% | -2.3% |
| All | +11.4% | +70.0% | -58.6% | -2.3% |
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