-41.1%
NIO vs VEU
+25.0%
-66.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.5% |
| 7D | -4.1% | +0.3% | -4.5% | -4.5% |
| 30D | -23.2% | +0.7% | -23.9% | -23.8% |
| 3M | -29.9% | +4.7% | -34.6% | -33.9% |
| 6M | -25.1% | +11.6% | -36.7% | -36.4% |
| YTD | -27.5% | +16.8% | -44.3% | -44.6% |
| 1Y | -41.1% | +24.9% | -66.0% | -58.2% |
| All | -41.1% | +25.0% | -66.1% | -58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling