-42.4%
NIO vs VO
+126.1%
-168.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.3% |
| 7D | -13.0% | -0.3% | -12.8% | -12.7% |
| 30D | -18.3% | -0.3% | -17.9% | -17.9% |
| 3M | -33.2% | +2.9% | -36.2% | -36.0% |
| 6M | -21.5% | +9.3% | -30.8% | -30.8% |
| YTD | -25.5% | +14.2% | -39.7% | -38.4% |
| 1Y | -38.0% | +15.3% | -53.3% | -49.3% |
| 3Y | -65.5% | +56.2% | -121.7% | -81.5% |
| 5Y | -90.6% | +42.4% | -133.0% | -93.9% |
| All | -42.4% | +126.1% | -168.5% | -71.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling