-63.8%
NIO vs VLTO
+54.1%
-117.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -3.6% | +12.0% | -15.6% | -7.0% |
| 30D | -8.0% | +20.8% | -28.9% | -13.6% |
| 3M | -31.2% | +20.1% | -51.3% | -35.3% |
| 6M | -45.8% | +32.6% | -78.4% | -51.1% |
| YTD | -37.3% | +17.3% | -54.6% | -40.5% |
| 1Y | -56.1% | +17.3% | -73.4% | -58.5% |
| 3Y | -61.1% | +66.9% | -128.0% | -71.6% |
| All | -63.8% | +54.1% | -117.9% | -72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling