-38.0%
NIO vs VIG
+16.9%
-54.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -13.0% | -0.4% | -12.6% | -12.7% |
| 30D | -18.3% | -1.0% | -17.3% | -17.5% |
| 3M | -33.2% | +2.8% | -36.0% | -35.2% |
| 6M | -21.5% | +8.2% | -29.7% | -30.5% |
| YTD | -25.5% | +11.0% | -36.5% | -36.4% |
| 1Y | -38.0% | +16.1% | -54.2% | -43.0% |
| All | -38.0% | +16.9% | -54.9% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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