+75.8%
VT vs NUE
+58.3%
+17.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.4% | +4.2% | -3.8% | -0.4% |
| 30D | +1.0% | -5.0% | +5.9% | +2.0% |
| 3M | +2.4% | -0.2% | +2.6% | +2.2% |
| 6M | +12.0% | +49.1% | -37.1% | +2.1% |
| YTD | +15.3% | +61.0% | -45.7% | +3.2% |
| 1Y | +22.6% | +82.5% | -60.0% | +6.4% |
| All | +75.8% | +58.3% | +17.5% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling