-53.9%
NIO vs VO
+16.3%
-70.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.6% | +2.7% |
| 7D | -0.6% | +1.0% | -1.6% | -1.4% |
| 30D | -3.5% | +2.6% | -6.1% | -5.5% |
| 3M | -30.7% | -0.3% | -30.4% | -30.6% |
| 6M | -45.6% | +7.6% | -53.2% | -48.8% |
| YTD | -35.3% | +14.7% | -50.0% | -44.4% |
| 1Y | -53.9% | +16.4% | -70.3% | -61.0% |
| All | -53.9% | +16.3% | -70.2% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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