+70.6%
VZ vs NUE
+451.1%
-380.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.1% |
| 7D | +2.4% | -6.2% | +8.6% | +3.2% |
| 30D | +11.2% | +2.5% | +8.7% | +10.7% |
| 3M | 0.0% | -6.4% | +6.4% | +0.6% |
| 6M | +1.3% | +13.3% | -12.0% | -0.9% |
| YTD | +21.3% | +58.5% | -37.3% | +12.8% |
| 1Y | +23.9% | +81.9% | -57.9% | +12.9% |
| 3Y | +57.7% | +75.3% | -17.6% | +41.8% |
| 5Y | +21.2% | +149.9% | -128.7% | -0.3% |
| 10Y | +70.6% | +436.0% | -365.4% | +10.4% |
| All | +70.6% | +451.1% | -380.5% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling