+12.7%
NIQ vs VT
+20.8%
-8.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +3.5% |
| 7D | +7.9% | +0.4% | +7.5% | +7.6% |
| 30D | +18.4% | -2.6% | +21.0% | +19.9% |
| 3M | +83.4% | -3.2% | +86.6% | +86.3% |
| 6M | +99.8% | +0.9% | +98.9% | +97.4% |
| YTD | +29.9% | +11.3% | +18.6% | +13.5% |
| 1Y | +74.0% | +14.0% | +60.0% | +47.5% |
| All | +12.7% | +20.8% | -8.1% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling