-97.6%
NIKI vs VT
+63.7%
-161.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.5% | +4.5% |
| 7D | -4.3% | -2.0% | -2.3% | -2.5% |
| 30D | -30.6% | -1.4% | -29.2% | -29.7% |
| 3M | -31.1% | +4.7% | -35.8% | -34.0% |
| 6M | -21.4% | +11.4% | -32.8% | -28.9% |
| YTD | -41.2% | +13.1% | -54.3% | -47.6% |
| 1Y | -63.8% | +19.0% | -82.8% | -68.8% |
| 3Y | -72.1% | +73.9% | -146.0% | -82.3% |
| 5Y | -97.6% | +65.4% | -163.0% | -98.4% |
| All | -97.6% | +63.7% | -161.3% | -98.4% |
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 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