-83.5%
NKLR vs VT
+10.2%
-93.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -4.1% | -9.2% | -1.3% |
| 7D | -12.9% | -4.2% | -8.7% | -0.6% |
| 30D | -43.6% | -5.8% | -37.8% | -32.0% |
| 3M | -64.8% | -5.2% | -59.5% | -57.9% |
| 6M | -66.5% | +0.1% | -66.6% | -65.3% |
| YTD | -56.1% | +8.2% | -64.3% | -63.8% |
| 1Y | -71.4% | +10.1% | -81.6% | -77.5% |
| All | -83.5% | +10.2% | -93.7% | -86.8% |
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