-56.5%
NIU vs VT
+11.9%
-68.4%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.5% |
| 7D | +1.7% | +2.9% | -1.2% | -2.0% |
| 30D | -6.8% | -2.5% | -4.3% | -3.7% |
| 3M | -14.5% | -3.3% | -11.2% | -10.6% |
| 6M | -40.2% | +1.5% | -41.7% | -42.0% |
| YTD | -41.6% | +11.4% | -52.9% | -52.9% |
| 1Y | -56.5% | +11.9% | -68.4% | -65.3% |
| All | -56.5% | +11.9% | -68.4% | -65.3% |
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