+1,031.5%
NIC price history and return analytics
+279.6%
+751.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +0.8% | +2.9% | -2.1% | -1.4% |
| 30D | +6.6% | -2.5% | +9.1% | +8.5% |
| 3M | -1.6% | -3.3% | +1.7% | +0.6% |
| 6M | +22.8% | +1.5% | +21.3% | +20.9% |
| YTD | +44.5% | +11.4% | +33.2% | +32.6% |
| 1Y | +40.9% | +11.9% | +29.0% | +28.8% |
| 3Y | +146.3% | +73.9% | +72.4% | +63.7% |
| 5Y | +141.8% | +57.9% | +83.9% | +70.9% |
| 10Y | +314.2% | +222.6% | +91.6% | +106.2% |
| All | +1,031.5% | +279.6% | +751.9% | +505.2% |
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