+80.6%
VTV vs NUE
+146.6%
-65.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.8% | +0.4% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | -1.0% | -4.6% | +3.5% | -0.2% |
| 3M | +4.6% | -0.3% | +5.0% | +4.4% |
| 6M | +13.5% | +51.9% | -38.4% | +3.2% |
| YTD | +18.5% | +60.0% | -41.5% | +6.4% |
| 1Y | +22.9% | +82.9% | -60.0% | +6.9% |
| 3Y | +67.8% | +66.0% | +1.9% | +45.4% |
| All | +80.6% | +146.6% | -65.9% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling