-92.9%
NIO vs VO
+36.2%
-129.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -14.5% | +3.1% | -17.6% | -18.8% |
| 30D | -15.0% | +2.2% | -17.2% | -18.1% |
| 3M | -35.6% | -2.5% | -33.1% | -32.9% |
| 6M | -55.7% | +7.0% | -62.6% | -60.8% |
| YTD | -43.1% | +14.0% | -57.1% | -55.3% |
| 1Y | -53.5% | +15.6% | -69.2% | -64.4% |
| 3Y | -59.8% | +66.2% | -126.0% | -85.1% |
| All | -92.9% | +36.2% | -129.1% | -96.1% |
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