-9.0%
NIKL vs VOO
+100.3%
-109.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.9% |
| 7D | +0.7% | -0.8% | +1.5% | +1.5% |
| 30D | +2.6% | -1.1% | +3.7% | +3.8% |
| 3M | +7.0% | +3.9% | +3.1% | +3.1% |
| 6M | -16.1% | +13.6% | -29.7% | -25.3% |
| YTD | -6.0% | +12.7% | -18.7% | -15.6% |
| 1Y | +16.6% | +17.6% | -1.0% | +1.5% |
| 3Y | -5.1% | +77.3% | -82.4% | -40.7% |
| All | -9.0% | +100.3% | -109.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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