+140.2%
NI price history and return analytics
+229.8%
-89.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | 0.0% | -1.1% | +1.2% | +0.7% |
| 30D | -1.4% | -1.0% | -0.4% | -0.8% |
| 3M | -10.6% | +3.2% | -13.7% | -12.5% |
| 6M | -9.3% | +12.5% | -21.8% | -16.3% |
| YTD | +1.1% | +14.1% | -12.9% | -7.6% |
| 1Y | +3.4% | +18.9% | -15.5% | -8.1% |
| 3Y | +67.9% | +74.1% | -6.2% | +14.4% |
| 5Y | +98.0% | +66.9% | +31.1% | +36.8% |
| All | +140.2% | +229.8% | -89.6% | -5.9% |
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 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