-7.2%
NIQ price history and return analytics
+22.7%
-29.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.1% |
| 7D | -6.2% | -2.0% | -4.2% | -5.2% |
| 30D | +6.5% | -1.4% | +7.9% | +7.3% |
| 3M | +111.4% | +4.7% | +106.6% | +104.8% |
| 6M | +45.6% | +11.4% | +34.3% | +29.4% |
| YTD | +7.0% | +13.1% | -6.0% | -7.0% |
| 1Y | +2.9% | +19.0% | -16.1% | -18.7% |
| All | -7.2% | +22.7% | -29.9% | -30.3% |
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