+297.8%
VTI vs NUE
+599.8%
-302.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.4% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | -1.4% | -4.6% | +3.1% | -0.2% |
| 3M | +3.6% | -0.3% | +3.9% | +3.1% |
| 6M | +13.6% | +51.9% | -38.3% | -0.8% |
| YTD | +12.9% | +60.0% | -47.1% | -3.3% |
| 1Y | +17.2% | +82.9% | -65.7% | -4.0% |
| 3Y | +75.7% | +66.0% | +9.7% | +43.5% |
| 5Y | +75.4% | +149.0% | -73.5% | +19.3% |
| All | +297.8% | +599.8% | -302.1% | +69.6% |
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