-68.2%
NIOG vs VT
+12.0%
-80.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -5.4% |
| 7D | +5.5% | -0.1% | +5.6% | +5.9% |
| 30D | -18.1% | -3.1% | -15.0% | -11.6% |
| 3M | -56.5% | -3.5% | -53.0% | -52.4% |
| 6M | -73.4% | +0.5% | -73.8% | -73.3% |
| YTD | -69.8% | +10.8% | -80.6% | -78.4% |
| All | -68.2% | +12.0% | -80.2% | -77.7% |
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