-43.9%
NIO vs VEU
+113.4%
-157.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.0% |
| 7D | -4.1% | +0.3% | -4.5% | -4.7% |
| 30D | -23.2% | +0.7% | -23.9% | -24.1% |
| 3M | -29.9% | +4.7% | -34.6% | -36.0% |
| 6M | -25.1% | +11.6% | -36.7% | -39.3% |
| YTD | -27.5% | +16.8% | -44.3% | -46.0% |
| 1Y | -41.1% | +24.9% | -66.0% | -60.9% |
| 3Y | -63.1% | +75.7% | -138.9% | -86.3% |
| 5Y | -90.4% | +56.1% | -146.5% | -95.3% |
| All | -43.9% | +113.4% | -157.4% | -77.2% |
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