+377.4%
VT vs NUE
+457.8%
-80.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +0.4% | +4.2% | -3.8% | -1.1% |
| 30D | +1.0% | -5.0% | +5.9% | +2.6% |
| 3M | +2.4% | -0.2% | +2.6% | +1.8% |
| 6M | +12.0% | +49.1% | -37.1% | -4.0% |
| YTD | +15.3% | +61.0% | -45.7% | -4.2% |
| 1Y | +22.6% | +82.5% | -60.0% | -3.2% |
| 3Y | +74.7% | +57.9% | +16.8% | +39.8% |
| 5Y | +66.1% | +146.6% | -80.4% | +5.1% |
| 10Y | +225.0% | +561.6% | -336.6% | +22.9% |
| All | +377.4% | +457.8% | -80.4% | +35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling