-44.1%
NIO vs ITOT
+184.4%
-228.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +1.9% |
| 7D | -2.9% | -0.9% | -2.0% | -1.6% |
| 30D | -18.7% | -1.5% | -17.3% | -17.0% |
| 3M | -29.4% | +3.6% | -33.0% | -33.0% |
| 6M | -32.5% | +13.7% | -46.2% | -43.7% |
| YTD | -27.6% | +12.9% | -40.6% | -39.2% |
| 1Y | -39.2% | +17.2% | -56.4% | -51.3% |
| 3Y | -64.3% | +75.6% | -139.9% | -84.3% |
| 5Y | -90.3% | +75.5% | -165.8% | -95.4% |
| All | -44.1% | +184.4% | -228.5% | -81.3% |
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