+68.0%
VXUS vs NUE
+72.4%
-4.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +0.6% |
| 7D | +2.1% | +2.8% | -0.6% | +1.6% |
| 30D | -1.1% | -2.1% | +1.0% | -0.8% |
| 3M | -5.6% | -7.3% | +1.7% | -4.5% |
| 6M | -2.3% | +8.9% | -11.1% | -4.2% |
| YTD | +10.4% | +55.6% | -45.3% | +1.3% |
| 1Y | +13.1% | +74.7% | -61.6% | +1.8% |
| 3Y | +68.0% | +71.7% | -3.7% | +46.4% |
| All | +68.0% | +72.4% | -4.4% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling