-27.2%
NICE vs VT
+11.9%
-39.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | -0.1% | +2.4% | -2.5% | -0.2% |
| 30D | -13.5% | -1.5% | -12.0% | -13.4% |
| 3M | -8.8% | -4.1% | -4.6% | -8.8% |
| 6M | +11.2% | +0.6% | +10.6% | +12.3% |
| YTD | -15.0% | +11.0% | -26.1% | -20.8% |
| 1Y | -27.2% | +13.3% | -40.6% | -35.6% |
| All | -27.2% | +11.9% | -39.1% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling