+78.5%
VUG vs NUE
+146.6%
-68.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.5% |
| 7D | -0.5% | -0.6% | +0.1% | -0.3% |
| 30D | -1.0% | -4.6% | +3.6% | +0.1% |
| 3M | +3.5% | -0.3% | +3.8% | +3.1% |
| 6M | +14.2% | +51.9% | -37.7% | +1.2% |
| YTD | +8.5% | +60.0% | -51.5% | -5.5% |
| 1Y | +12.9% | +82.9% | -70.0% | -5.5% |
| 3Y | +85.6% | +66.0% | +19.7% | +53.8% |
| All | +78.5% | +146.6% | -68.0% | +29.6% |
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