-69.1%
NIKI vs VT
+19.6%
-88.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +0.9% | -9.2% | -9.5% |
| 7D | -7.9% | -1.1% | -6.8% | -6.6% |
| 30D | -40.4% | -1.0% | -39.4% | -39.6% |
| 3M | -35.8% | +3.2% | -39.0% | -38.8% |
| 6M | -28.9% | +12.5% | -41.4% | -39.5% |
| YTD | -46.1% | +14.1% | -60.2% | -57.9% |
| 1Y | -69.1% | +18.9% | -88.0% | -78.6% |
| All | -69.1% | +19.6% | -88.8% | -78.6% |
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