+16.6%
NIKL vs VT
+19.6%
-3.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.8% |
| 7D | +0.7% | -1.1% | +1.8% | +2.9% |
| 30D | +2.6% | -1.0% | +3.6% | +4.6% |
| 3M | +7.0% | +3.2% | +3.9% | +0.5% |
| 6M | -16.1% | +12.5% | -28.6% | -33.7% |
| YTD | -6.0% | +14.1% | -20.0% | -27.0% |
| 1Y | +16.6% | +18.9% | -2.3% | -16.2% |
| All | +16.6% | +19.6% | -3.0% | -16.2% |
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