+57.2%
VZ vs NUE
+68.2%
-11.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | +2.2% | -10.2% | +12.5% | +2.7% |
| 30D | +10.6% | -0.4% | +11.0% | +10.5% |
| 3M | -0.6% | -8.4% | +7.8% | -0.3% |
| 6M | +0.7% | +10.1% | -9.3% | 0.0% |
| YTD | +20.6% | +54.1% | -33.5% | +17.8% |
| 1Y | +22.7% | +74.7% | -52.0% | +18.9% |
| 3Y | +57.2% | +72.0% | -14.7% | +46.5% |
| All | +57.2% | +68.2% | -11.0% | +46.5% |
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