-52.7%
NIO vs VLTO
+18.3%
-70.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.5% | +6.0% |
| 7D | +5.6% | +5.4% | +0.2% | +6.6% |
| 30D | -4.2% | +22.3% | -26.6% | -0.6% |
| 3M | -26.3% | +19.6% | -45.9% | -23.9% |
| 6M | -42.5% | +35.2% | -77.7% | -38.9% |
| YTD | -33.5% | +17.9% | -51.4% | -31.8% |
| 1Y | -52.7% | +19.5% | -72.2% | -51.4% |
| All | -52.7% | +18.3% | -70.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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