-73.5%
NIKI vs VT
+74.2%
-147.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.5% |
| 7D | -9.1% | -0.1% | -8.9% | -8.9% |
| 30D | -30.3% | -0.7% | -29.6% | -29.6% |
| 3M | -46.3% | +4.0% | -50.3% | -48.8% |
| 6M | -24.9% | +12.3% | -37.2% | -35.3% |
| YTD | -43.3% | +14.0% | -57.3% | -52.4% |
| 1Y | -66.6% | +20.3% | -86.9% | -73.4% |
| All | -73.5% | +74.2% | -147.7% | -86.4% |
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