-18.2%
NICE price history and return analytics
+13.3%
-31.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.5% | -5.4% |
| 7D | -12.6% | -1.6% | -11.0% | -12.6% |
| 30D | -6.7% | -2.5% | -4.2% | -6.7% |
| 3M | +5.6% | -1.3% | +6.9% | +5.8% |
| 6M | -5.9% | +3.1% | -9.0% | -5.2% |
| YTD | -6.0% | +10.9% | -16.9% | -10.1% |
| All | -18.2% | +13.3% | -31.5% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling