-57.0%
NIO vs VLTO
+27.2%
-84.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.0% |
| 7D | -13.0% | -2.3% | -10.8% | -12.3% |
| 30D | -18.3% | -0.9% | -17.4% | -18.1% |
| 3M | -33.2% | +13.8% | -47.0% | -36.7% |
| 6M | -21.5% | +2.0% | -23.5% | -22.4% |
| YTD | -25.5% | -3.2% | -22.3% | -24.8% |
| 1Y | -38.0% | -9.2% | -28.8% | -35.3% |
| All | -57.0% | +27.2% | -84.2% | -64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling