-50.9%
NIO vs VEU
+104.6%
-155.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.8% |
| 7D | -1.8% | -0.5% | -1.3% | -1.2% |
| 30D | -6.6% | -1.0% | -5.6% | -5.2% |
| 3M | -29.9% | -3.6% | -26.3% | -25.5% |
| 6M | -46.6% | -1.2% | -45.5% | -46.4% |
| YTD | -36.5% | +12.0% | -48.4% | -49.3% |
| 1Y | -51.1% | +13.9% | -65.0% | -62.2% |
| 3Y | -55.2% | +71.3% | -126.5% | -82.8% |
| 5Y | -92.3% | +50.3% | -142.6% | -96.0% |
| All | -50.9% | +104.6% | -155.5% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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