-62.3%
NIO vs ITOT
+77.4%
-139.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -6.7% | +0.7% | -7.3% | -7.4% |
| 30D | -20.0% | -1.1% | -18.9% | -19.0% |
| 3M | -30.5% | +3.9% | -34.3% | -33.5% |
| 6M | -20.7% | +14.7% | -35.5% | -32.5% |
| YTD | -25.7% | +13.3% | -39.0% | -35.9% |
| 1Y | -38.6% | +19.1% | -57.7% | -49.7% |
| 3Y | -62.3% | +77.3% | -139.6% | -84.1% |
| All | -62.3% | +77.4% | -139.7% | -84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling