-44.5%
NICE vs VT
+77.9%
-122.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -3.1% | +0.4% | -3.5% | -3.4% |
| 30D | +6.2% | +1.0% | +5.2% | +5.4% |
| 3M | +12.7% | +2.4% | +10.3% | +10.3% |
| 6M | -16.8% | +12.0% | -28.8% | -25.9% |
| YTD | -6.7% | +15.3% | -22.0% | -19.7% |
| 1Y | -23.9% | +22.6% | -46.5% | -39.0% |
| All | -44.5% | +77.9% | -122.4% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling