-37.4%
NIO vs VYM
+18.5%
-55.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | -7.3% | -1.9% | -5.4% | -5.5% |
| 30D | -22.5% | -2.6% | -19.9% | -20.4% |
| 3M | -30.9% | +3.6% | -34.5% | -34.0% |
| 6M | -37.2% | +8.7% | -45.9% | -44.8% |
| YTD | -29.8% | +14.1% | -43.9% | -42.5% |
| 1Y | -37.4% | +17.8% | -55.2% | -50.7% |
| All | -37.4% | +18.5% | -55.9% | -50.7% |
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