-50.3%
NIO vs VEU
+102.7%
-153.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -2.7% |
| 7D | +2.8% | +0.5% | +2.3% | +1.7% |
| 30D | -8.4% | -2.3% | -6.1% | -4.8% |
| 3M | -32.0% | -4.4% | -27.6% | -26.7% |
| 6M | -43.9% | -2.2% | -41.8% | -42.7% |
| YTD | -35.7% | +10.9% | -46.6% | -47.8% |
| 1Y | -51.1% | +13.4% | -64.5% | -61.9% |
| 3Y | -54.7% | +69.7% | -124.4% | -82.3% |
| 5Y | -91.7% | +50.0% | -141.7% | -95.6% |
| All | -50.3% | +102.7% | -153.0% | -77.9% |
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