-100.0%
NIVF price history and return analytics
+76.4%
-176.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -9.1% | -0.1% | -9.0% | -9.0% |
| 30D | -39.8% | -0.7% | -39.1% | -39.4% |
| 3M | -75.2% | +4.0% | -79.2% | -75.8% |
| 6M | -94.2% | +12.3% | -106.4% | -94.6% |
| YTD | -98.5% | +14.0% | -112.5% | -98.6% |
| 1Y | -99.9% | +20.3% | -120.2% | -99.9% |
| 3Y | -100.0% | +75.4% | -175.4% | -100.0% |
| All | -100.0% | +76.4% | -176.4% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling