+21.7%
VZ vs NUE
+81.9%
-60.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +0.9% | +6.1% | -5.2% | +0.8% |
| 30D | +6.9% | +2.7% | +4.2% | +6.7% |
| 3M | +0.6% | -3.8% | +4.5% | +0.8% |
| 6M | +0.3% | +14.0% | -13.7% | -0.1% |
| YTD | +21.9% | +61.2% | -39.3% | +23.1% |
| 1Y | +21.7% | +77.8% | -56.1% | +22.3% |
| All | +21.7% | +81.9% | -60.2% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling