+12.9%
VUG vs NUE
+85.4%
-72.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.7% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | -1.0% | -4.6% | +3.6% | -0.3% |
| 3M | +3.5% | -0.3% | +3.8% | +3.9% |
| 6M | +14.2% | +51.9% | -37.7% | +5.1% |
| YTD | +8.5% | +60.0% | -51.5% | -1.1% |
| 1Y | +12.9% | +82.9% | -70.0% | -0.8% |
| All | +12.9% | +85.4% | -72.6% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling