+79.3%
NIM price history and return analytics
+360.7%
-281.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.6% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | +4.3% | -1.7% | +6.1% | +4.6% |
| 3M | -0.8% | -2.3% | +1.5% | -0.5% |
| 6M | -0.4% | +1.5% | -1.9% | -0.6% |
| YTD | +0.8% | +12.0% | -11.2% | -0.7% |
| 1Y | -0.4% | +12.9% | -13.2% | -2.0% |
| 3Y | +18.3% | +74.9% | -56.6% | +9.7% |
| 5Y | +0.7% | +59.9% | -59.2% | -5.9% |
| 10Y | +28.3% | +224.6% | -196.4% | +8.5% |
| All | +79.3% | +360.7% | -281.3% | +43.9% |
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