-92.2%
NIO vs VO
+32.6%
-124.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.1% | +6.2% |
| 7D | +5.6% | -2.6% | +8.2% | +10.2% |
| 30D | -4.2% | -0.9% | -3.3% | -2.7% |
| 3M | -26.3% | -3.0% | -23.3% | -22.5% |
| 6M | -42.5% | +2.2% | -44.7% | -45.1% |
| YTD | -33.5% | +10.6% | -44.1% | -45.0% |
| 1Y | -52.7% | +12.5% | -65.2% | -62.0% |
| 3Y | -57.5% | +61.4% | -118.9% | -83.5% |
| All | -92.2% | +32.6% | -124.8% | -95.5% |
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 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