-38.6%
NIO vs VO
+14.5%
-53.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -6.7% | +0.6% | -7.3% | -7.2% |
| 30D | -20.0% | -1.1% | -19.0% | -19.3% |
| 3M | -30.5% | +4.5% | -35.0% | -33.4% |
| 6M | -20.7% | +11.1% | -31.8% | -29.9% |
| YTD | -25.7% | +13.5% | -39.2% | -36.4% |
| 1Y | -38.6% | +14.5% | -53.1% | -44.6% |
| All | -38.6% | +14.5% | -53.0% | -44.6% |
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