-47.5%
NICE price history and return analytics
+74.2%
-121.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.6% |
| 7D | -6.9% | -1.1% | -5.8% | -6.1% |
| 30D | -0.4% | -1.0% | +0.6% | +0.4% |
| 3M | +11.5% | +3.2% | +8.3% | +8.4% |
| 6M | -18.3% | +12.5% | -30.8% | -27.7% |
| YTD | -13.1% | +14.1% | -27.2% | -24.6% |
| 1Y | -31.2% | +18.9% | -50.1% | -43.1% |
| 3Y | -47.5% | +74.1% | -121.6% | -73.8% |
| All | -47.5% | +74.2% | -121.8% | -73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling