-48.3%
NIO vs VO
+124.9%
-173.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | -3.1% |
| 7D | +6.9% | -0.1% | +7.0% | +7.0% |
| 30D | -4.7% | +0.5% | -5.3% | -5.4% |
| 3M | -28.1% | -1.0% | -27.0% | -27.1% |
| 6M | -41.7% | +6.4% | -48.1% | -46.7% |
| YTD | -33.1% | +13.6% | -46.7% | -44.3% |
| 1Y | -50.3% | +14.5% | -64.8% | -59.0% |
| 3Y | -54.4% | +67.2% | -121.6% | -77.9% |
| 5Y | -91.6% | +36.1% | -127.7% | -94.3% |
| All | -48.3% | +124.9% | -173.2% | -73.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling