-43.9%
NIO vs VSAT
+15.2%
-59.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.6% | -0.8% |
| 7D | -4.1% | +3.5% | -7.6% | -5.0% |
| 30D | -23.2% | -14.7% | -8.5% | -20.6% |
| 3M | -29.9% | +13.2% | -43.1% | -33.6% |
| 6M | -25.1% | +57.4% | -82.5% | -35.8% |
| YTD | -27.5% | +110.0% | -137.4% | -43.2% |
| 1Y | -41.1% | +134.4% | -175.5% | -55.6% |
| 3Y | -63.1% | +203.5% | -266.7% | -78.1% |
| 5Y | -90.4% | +47.1% | -137.5% | -93.3% |
| All | -43.9% | +15.2% | -59.2% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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