-91.6%
NIO vs VSAT
+33.0%
-124.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +16.3% | -15.7% | -2.7% |
| 7D | +6.9% | +0.4% | +6.5% | +6.2% |
| 30D | -4.7% | +3.3% | -8.0% | -6.3% |
| 3M | -28.1% | -7.5% | -20.6% | -27.9% |
| 6M | -41.7% | +6.2% | -47.9% | -44.7% |
| YTD | -33.1% | +115.8% | -149.0% | -47.0% |
| 1Y | -50.3% | +107.7% | -158.0% | -60.5% |
| 3Y | -54.4% | +292.0% | -346.4% | -72.9% |
| 5Y | -91.6% | +35.3% | -126.9% | -92.9% |
| All | -91.6% | +33.0% | -124.6% | -92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling