-3.3%
NIQ vs VT
+25.2%
-28.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.2% | +0.4% | -4.7% | -4.4% |
| 30D | +57.7% | +1.0% | +56.7% | +56.9% |
| 3M | +117.9% | +2.4% | +115.5% | +115.7% |
| 6M | +41.8% | +12.0% | +29.8% | +26.2% |
| YTD | +11.5% | +15.3% | -3.8% | -4.2% |
| 1Y | +8.8% | +22.6% | -13.8% | -16.5% |
| All | -3.3% | +25.2% | -28.5% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling