-53.9%
NIO vs VIG
+19.5%
-73.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.1% | +1.3% | +1.5% |
| 7D | -0.6% | +2.7% | -3.3% | -3.0% |
| 30D | -3.5% | +7.0% | -10.5% | -9.2% |
| 3M | -30.7% | +4.0% | -34.7% | -33.2% |
| 6M | -45.6% | +12.3% | -57.9% | -51.6% |
| YTD | -35.3% | +16.4% | -51.7% | -46.8% |
| 1Y | -53.9% | +19.2% | -73.1% | -63.6% |
| All | -53.9% | +19.5% | -73.4% | -63.6% |
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