+84.3%
VZ vs NUE
+59.4%
+24.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | +0.2% | +1.8% | -1.6% | +0.1% |
| 30D | +7.1% | -6.0% | +13.1% | +7.6% |
| 3M | +12.8% | +1.4% | +11.4% | +12.5% |
| 6M | +1.8% | +52.8% | -51.0% | -1.3% |
| YTD | +30.0% | +58.1% | -28.1% | +25.5% |
| 1Y | +24.3% | +80.4% | -56.1% | +18.7% |
| 3Y | +84.3% | +62.3% | +22.0% | +62.8% |
| All | +84.3% | +59.4% | +24.9% | +62.8% |
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