-59.8%
NIO vs VO
+66.5%
-126.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -14.5% | +3.1% | -17.6% | -17.4% |
| 30D | -15.0% | +2.2% | -17.2% | -17.0% |
| 3M | -35.6% | -2.5% | -33.1% | -33.7% |
| 6M | -55.7% | +7.0% | -62.6% | -59.1% |
| YTD | -43.1% | +14.0% | -57.1% | -51.6% |
| 1Y | -53.5% | +15.6% | -69.2% | -61.1% |
| 3Y | -59.8% | +66.2% | -126.0% | -81.3% |
| All | -59.8% | +66.5% | -126.4% | -81.3% |
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