-76.1%
NIU vs VT
+160.0%
-236.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +2.1% |
| 7D | +4.0% | -2.0% | +6.0% | +6.8% |
| 30D | +3.5% | -1.4% | +4.9% | +5.5% |
| 3M | -8.4% | +4.7% | -13.1% | -14.0% |
| 6M | -48.6% | +11.4% | -60.0% | -55.7% |
| YTD | -31.7% | +13.1% | -44.7% | -42.1% |
| 1Y | -49.0% | +19.0% | -68.0% | -59.4% |
| 3Y | -30.3% | +73.9% | -104.2% | -66.1% |
| 5Y | -92.6% | +65.4% | -158.0% | -96.0% |
| All | -76.1% | +160.0% | -236.1% | -91.1% |
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