-56.1%
NIO vs ITOT
+180.8%
-236.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.4% |
| 7D | -14.5% | +2.5% | -16.9% | -17.4% |
| 30D | -15.0% | -1.7% | -13.3% | -13.0% |
| 3M | -35.6% | -3.4% | -32.2% | -32.4% |
| 6M | -55.7% | +2.1% | -57.8% | -57.1% |
| YTD | -43.1% | +11.5% | -54.6% | -51.4% |
| 1Y | -53.5% | +13.6% | -67.1% | -61.3% |
| 3Y | -59.8% | +77.2% | -137.0% | -82.6% |
| 5Y | -93.2% | +64.4% | -157.6% | -96.5% |
| All | -56.1% | +180.8% | -236.9% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling