-53.9%
NIO vs VYM
+21.8%
-75.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +2.4% |
| 7D | -0.6% | +1.2% | -1.8% | -1.5% |
| 30D | -3.5% | +5.2% | -8.7% | -7.4% |
| 3M | -30.7% | +0.5% | -31.2% | -30.9% |
| 6M | -45.6% | +7.7% | -53.3% | -49.5% |
| YTD | -35.3% | +17.2% | -52.5% | -46.1% |
| 1Y | -53.9% | +21.7% | -75.6% | -63.8% |
| All | -53.9% | +21.8% | -75.7% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling