+368.4%
NIC vs VT
+215.5%
+152.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +0.9% | -2.3% | +3.2% | +2.9% |
| 30D | +6.9% | -5.0% | +11.9% | +11.7% |
| 3M | -0.2% | -4.9% | +4.6% | +4.0% |
| 6M | +17.5% | -1.5% | +19.0% | +18.4% |
| YTD | +43.7% | +8.5% | +35.2% | +32.4% |
| 1Y | +40.5% | +11.4% | +29.1% | +26.3% |
| 3Y | +141.3% | +70.1% | +71.3% | +48.0% |
| 5Y | +136.9% | +53.7% | +83.1% | +58.3% |
| All | +368.4% | +215.5% | +152.9% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling