-57.5%
NIO vs VO
+60.2%
-117.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.1% | +6.1% |
| 7D | +5.6% | -2.6% | +8.2% | +8.7% |
| 30D | -4.2% | -0.9% | -3.3% | -3.1% |
| 3M | -26.3% | -3.0% | -23.3% | -23.7% |
| 6M | -42.5% | +2.2% | -44.7% | -44.1% |
| YTD | -33.5% | +10.6% | -44.1% | -41.4% |
| 1Y | -52.7% | +12.5% | -65.2% | -59.2% |
| 3Y | -57.5% | +61.4% | -118.9% | -79.5% |
| All | -57.5% | +60.2% | -117.7% | -79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling