+983.7%
NI vs VIG
+617.8%
+365.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.9% |
| 7D | +2.3% | -0.4% | +2.7% | +2.6% |
| 30D | -1.7% | -2.1% | +0.4% | +0.1% |
| 3M | -8.0% | +3.3% | -11.3% | -10.6% |
| 6M | -8.6% | +9.3% | -17.9% | -15.5% |
| YTD | +2.3% | +10.1% | -7.8% | -6.1% |
| 1Y | +6.9% | +14.7% | -7.8% | -5.4% |
| 3Y | +70.6% | +56.9% | +13.6% | +13.9% |
| 5Y | +96.4% | +62.9% | +33.5% | +25.4% |
| 10Y | +136.1% | +241.3% | -105.2% | -23.0% |
| All | +983.7% | +617.8% | +365.8% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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