+56.3%
NIE vs VT
+74.5%
-18.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | +0.8% | +2.9% | -2.1% | -1.8% |
| 30D | -8.8% | -2.5% | -6.3% | -6.7% |
| 3M | -10.0% | -3.3% | -6.7% | -7.3% |
| 6M | -7.7% | +1.5% | -9.3% | -9.1% |
| YTD | +0.4% | +11.4% | -11.0% | -9.4% |
| 1Y | +1.3% | +11.9% | -10.6% | -9.1% |
| All | +56.3% | +74.5% | -18.2% | -11.1% |
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