-92.2%
NIO vs VIG
+59.0%
-151.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.5% |
| 7D | +5.6% | -1.8% | +7.4% | +8.5% |
| 30D | -4.2% | +2.7% | -6.9% | -8.3% |
| 3M | -26.3% | 0.0% | -26.3% | -26.4% |
| 6M | -42.5% | +6.8% | -49.3% | -48.7% |
| YTD | -33.5% | +12.1% | -45.6% | -45.3% |
| 1Y | -52.7% | +14.8% | -67.5% | -62.6% |
| 3Y | -57.5% | +62.4% | -119.9% | -82.9% |
| All | -92.2% | +59.0% | -151.2% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling