+1,484.1%
VTR vs NUE
+3,923.2%
-2,439.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.5% |
| 7D | -1.8% | -2.7% | +0.9% | -1.0% |
| 30D | +4.0% | -6.1% | +10.1% | +5.7% |
| 3M | +7.8% | +2.2% | +5.6% | +6.4% |
| 6M | +6.4% | +50.8% | -44.4% | -6.9% |
| YTD | +18.3% | +57.5% | -39.2% | +1.9% |
| 1Y | +33.9% | +82.5% | -48.5% | +9.6% |
| 3Y | +134.3% | +61.7% | +72.6% | +90.8% |
| 5Y | +90.3% | +145.1% | -54.9% | +28.6% |
| 10Y | +100.1% | +577.8% | -477.7% | -7.6% |
| All | +1,484.1% | +3,923.2% | -2,439.1% | +442.0% |
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