-93.2%
NIU vs VT
+66.2%
-159.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.7% |
| 7D | -4.0% | +1.0% | -5.1% | -5.7% |
| 30D | -22.8% | -0.2% | -22.5% | -22.4% |
| 3M | -17.0% | +4.5% | -21.6% | -23.1% |
| 6M | -49.6% | +14.1% | -63.7% | -60.1% |
| YTD | -37.3% | +14.8% | -52.1% | -50.8% |
| 1Y | -56.7% | +21.2% | -77.9% | -68.9% |
| 3Y | -36.0% | +76.6% | -112.6% | -77.2% |
| 5Y | -93.2% | +66.6% | -159.8% | -96.9% |
| All | -93.2% | +66.2% | -159.4% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling