-90.6%
NIO vs VSAT
+51.9%
-142.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.0% | -6.6% | -2.6% |
| 7D | -13.0% | +11.8% | -24.8% | -15.1% |
| 30D | -18.3% | -7.0% | -11.2% | -17.3% |
| 3M | -33.2% | +3.3% | -36.5% | -35.0% |
| 6M | -21.5% | +57.4% | -78.9% | -31.3% |
| YTD | -25.5% | +118.6% | -144.1% | -40.2% |
| 1Y | -38.0% | +150.2% | -188.2% | -52.1% |
| 3Y | -65.5% | +160.7% | -226.2% | -76.3% |
| All | -90.6% | +51.9% | -142.5% | -93.2% |
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