+64.4%
VZ vs NUE
+559.5%
-495.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -1.0% | -2.3% | +1.3% | -0.6% |
| 30D | +5.8% | -6.1% | +11.8% | +6.6% |
| 3M | +10.5% | +1.7% | +8.8% | +10.0% |
| 6M | +1.8% | +53.1% | -51.3% | -4.5% |
| YTD | +28.3% | +59.0% | -30.8% | +19.6% |
| 1Y | +22.0% | +85.3% | -63.4% | +11.0% |
| 3Y | +81.8% | +63.2% | +18.6% | +65.8% |
| 5Y | +25.3% | +146.8% | -121.5% | +3.7% |
| 10Y | +64.4% | +584.3% | -519.9% | +4.0% |
| All | +64.4% | +559.5% | -495.1% | +4.0% |
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