-90.6%
NIO vs VO
+42.6%
-133.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.2% |
| 7D | -13.0% | -0.3% | -12.8% | -12.6% |
| 30D | -18.3% | -0.3% | -17.9% | -17.9% |
| 3M | -33.2% | +2.9% | -36.2% | -36.7% |
| 6M | -21.5% | +9.3% | -30.8% | -33.2% |
| YTD | -25.5% | +14.2% | -39.7% | -41.6% |
| 1Y | -38.0% | +15.3% | -53.3% | -52.2% |
| 3Y | -65.5% | +56.2% | -121.7% | -85.4% |
| All | -90.6% | +42.6% | -133.3% | -95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling