-53.8%
NIO vs VOO
+198.1%
-251.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.5% | -5.4% |
| 7D | -4.7% | +3.3% | -8.0% | -8.7% |
| 30D | -14.3% | -2.7% | -11.6% | -11.2% |
| 3M | -32.8% | -1.7% | -31.1% | -31.2% |
| 6M | -49.8% | +3.1% | -53.0% | -52.0% |
| YTD | -40.2% | +11.9% | -52.1% | -48.8% |
| 1Y | -52.7% | +12.1% | -64.8% | -59.5% |
| 3Y | -57.9% | +78.6% | -136.4% | -81.2% |
| 5Y | -92.9% | +73.8% | -166.6% | -96.5% |
| All | -53.8% | +198.1% | -251.9% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling