-90.1%
NIO vs VEU
+56.3%
-146.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.6% |
| 7D | -6.7% | +1.7% | -8.3% | -10.0% |
| 30D | -20.0% | +1.0% | -21.0% | -21.8% |
| 3M | -30.5% | +5.6% | -36.1% | -39.3% |
| 6M | -20.7% | +13.7% | -34.4% | -42.1% |
| YTD | -25.7% | +17.7% | -43.4% | -50.7% |
| 1Y | -38.6% | +25.8% | -64.3% | -65.1% |
| 3Y | -62.3% | +77.1% | -139.4% | -90.9% |
| 5Y | -90.1% | +57.1% | -147.2% | -96.3% |
| All | -90.1% | +56.3% | -146.3% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling