+1.8%
NIQ vs VT
+20.5%
-18.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -5.2% | +2.4% | -7.5% | -6.3% |
| 30D | +6.1% | -1.5% | +7.6% | +6.8% |
| 3M | +14.8% | -4.1% | +18.9% | +17.2% |
| 6M | +92.8% | +0.6% | +92.3% | +91.2% |
| YTD | +17.4% | +11.0% | +6.4% | +2.8% |
| 1Y | +38.1% | +13.3% | +24.7% | +17.8% |
| All | +1.8% | +20.5% | -18.7% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling