+129.7%
VTR vs NUE
+61.7%
+68.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -0.3% | -0.6% | +0.3% | -0.3% |
| 30D | +1.1% | -4.6% | +5.7% | +1.3% |
| 3M | +7.9% | -0.3% | +8.2% | +7.9% |
| 6M | +6.2% | +51.9% | -45.7% | +3.9% |
| YTD | +17.7% | +60.0% | -42.3% | +15.0% |
| 1Y | +32.9% | +82.9% | -50.0% | +28.8% |
| 3Y | +129.7% | +66.0% | +63.7% | +112.8% |
| All | +129.7% | +61.7% | +68.0% | +112.8% |
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