+990.1%
VZ vs NUE
+14,617.8%
-13,627.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.1% | +4.2% | -4.1% | -0.7% |
| 30D | +7.9% | -5.0% | +12.9% | +8.7% |
| 3M | +13.6% | -0.2% | +13.9% | +13.4% |
| 6M | +1.1% | +49.1% | -48.1% | -6.2% |
| YTD | +29.3% | +61.0% | -31.7% | +18.2% |
| 1Y | +21.2% | +82.5% | -61.3% | +8.2% |
| 3Y | +75.9% | +57.9% | +18.0% | +57.7% |
| 5Y | +24.1% | +146.6% | -122.5% | -0.6% |
| 10Y | +62.4% | +561.6% | -499.2% | +3.0% |
| All | +990.1% | +14,617.8% | -13,627.7% | +208.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling