-90.4%
NIO vs VSXY
+19.3%
-109.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -1.7% |
| 7D | -4.1% | -10.7% | +6.6% | -2.2% |
| 30D | -23.2% | -24.3% | +1.0% | -19.2% |
| 3M | -29.9% | +1.0% | -30.9% | -30.6% |
| 6M | -25.1% | +57.4% | -82.5% | -34.5% |
| YTD | -27.5% | +39.8% | -67.2% | -35.8% |
| 1Y | -41.1% | +196.5% | -237.6% | -57.2% |
| 3Y | -63.1% | +357.2% | -420.4% | -80.5% |
| 5Y | -90.4% | +18.9% | -109.3% | -91.0% |
| All | -90.4% | +19.3% | -109.7% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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