+1,208.7%
NI price history and return analytics
+357.8%
+850.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | +3.1% | +2.9% | +0.2% | +1.2% |
| 30D | +11.2% | -2.5% | +13.7% | +12.9% |
| 3M | +9.8% | -3.3% | +13.2% | +12.1% |
| 6M | -1.6% | +1.5% | -3.1% | -3.1% |
| YTD | +12.6% | +11.4% | +1.3% | +4.1% |
| 1Y | +7.8% | +11.9% | -4.1% | -0.7% |
| 3Y | +100.5% | +73.9% | +26.6% | +36.4% |
| 5Y | +114.4% | +57.9% | +56.5% | +53.6% |
| 10Y | +193.9% | +222.6% | -28.7% | +27.3% |
| All | +1,208.7% | +357.8% | +850.8% | +283.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling