-42.4%
NIO vs VOO
+202.4%
-244.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.0% |
| 7D | -13.0% | +0.1% | -13.2% | -13.2% |
| 30D | -18.3% | +0.1% | -18.3% | -18.3% |
| 3M | -33.2% | +2.0% | -35.2% | -35.1% |
| 6M | -21.5% | +13.0% | -34.5% | -33.5% |
| YTD | -25.5% | +13.6% | -39.1% | -37.4% |
| 1Y | -38.0% | +20.1% | -58.1% | -51.4% |
| 3Y | -65.5% | +77.6% | -143.0% | -84.4% |
| 5Y | -90.6% | +82.4% | -173.0% | -95.6% |
| All | -42.4% | +202.4% | -244.9% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling