-99.9%
NIKI vs VT
+173.4%
-273.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.6% | +8.9% | +8.8% |
| 7D | +13.3% | +2.9% | +10.4% | +10.7% |
| 30D | -35.2% | -2.5% | -32.7% | -33.3% |
| 3M | -82.3% | -3.3% | -78.9% | -81.6% |
| 6M | -79.3% | +1.5% | -80.8% | -79.3% |
| YTD | -84.0% | +11.4% | -95.3% | -85.1% |
| 1Y | -88.0% | +11.9% | -99.9% | -88.9% |
| 3Y | -89.2% | +73.9% | -163.1% | -92.8% |
| 5Y | -99.2% | +57.9% | -157.1% | -99.5% |
| All | -99.9% | +173.4% | -273.3% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling