+81.9%
NIM price history and return analytics
+346.0%
-264.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.3% | -2.3% | +2.0% | 0.0% |
| 30D | +7.6% | -5.0% | +12.5% | +8.3% |
| 3M | -0.1% | -4.9% | +4.8% | +0.5% |
| 6M | +1.2% | -1.5% | +2.7% | +1.3% |
| YTD | +2.3% | +8.5% | -6.2% | +1.1% |
| 1Y | +1.8% | +11.4% | -9.6% | +0.3% |
| 3Y | +18.5% | +70.1% | -51.6% | +10.3% |
| 5Y | +3.0% | +53.7% | -50.7% | -3.2% |
| 10Y | +24.1% | +220.0% | -195.8% | +5.2% |
| All | +81.9% | +346.0% | -264.1% | +46.6% |
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 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