+25.9%
VZ vs NUE
+142.0%
-116.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | +0.2% | +1.8% | -1.6% | 0.0% |
| 30D | +7.1% | -6.0% | +13.1% | +7.7% |
| 3M | +12.8% | +1.4% | +11.4% | +12.5% |
| 6M | +1.8% | +52.8% | -51.0% | -2.6% |
| YTD | +30.0% | +58.1% | -28.1% | +23.9% |
| 1Y | +24.3% | +80.4% | -56.1% | +16.7% |
| 3Y | +84.3% | +62.3% | +22.0% | +72.8% |
| 5Y | +25.9% | +146.2% | -120.3% | +11.0% |
| All | +25.9% | +142.0% | -116.1% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling