+321.7%
VWO vs NUE
+1,516.3%
-1,194.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | 0.0% |
| 7D | -1.8% | -0.6% | -1.1% | -1.5% |
| 30D | -0.1% | -4.6% | +4.5% | +1.6% |
| 3M | +2.2% | -0.3% | +2.6% | +1.4% |
| 6M | +8.8% | +51.9% | -43.1% | -9.9% |
| YTD | +12.4% | +60.0% | -47.6% | -9.2% |
| 1Y | +15.6% | +82.9% | -67.3% | -12.3% |
| 3Y | +62.5% | +66.0% | -3.5% | +21.6% |
| 5Y | +34.3% | +149.0% | -114.7% | -23.9% |
| 10Y | +114.8% | +588.3% | -473.6% | -36.2% |
| All | +321.7% | +1,516.3% | -1,194.6% | -28.2% |
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