-64.2%
NICE vs VT
+66.2%
-130.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -3.1% | +0.4% | -3.5% | -3.5% |
| 30D | +6.2% | +1.0% | +5.2% | +5.2% |
| 3M | +12.7% | +2.4% | +10.3% | +9.3% |
| 6M | -16.8% | +12.0% | -28.8% | -28.0% |
| YTD | -6.7% | +15.3% | -22.0% | -22.2% |
| 1Y | -23.9% | +22.6% | -46.5% | -41.1% |
| 3Y | -46.1% | +74.7% | -120.8% | -73.1% |
| All | -64.2% | +66.2% | -130.4% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling