-99.6%
NIKI vs VT
+180.1%
-279.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.9% | -9.2% | -9.1% |
| 7D | -7.9% | -1.1% | -6.8% | -7.1% |
| 30D | -40.4% | -1.0% | -39.4% | -40.0% |
| 3M | -35.8% | +3.2% | -39.0% | -37.4% |
| 6M | -28.9% | +12.5% | -41.4% | -35.3% |
| YTD | -46.1% | +14.1% | -60.2% | -51.6% |
| 1Y | -69.1% | +18.9% | -88.0% | -72.9% |
| 3Y | -74.8% | +74.1% | -148.9% | -83.5% |
| 5Y | -97.8% | +66.9% | -164.7% | -98.5% |
| All | -99.6% | +180.1% | -279.7% | -99.8% |
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