-53.5%
NIO vs VYM
+18.4%
-71.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | -14.5% | +3.7% | -18.1% | -16.9% |
| 30D | -15.0% | +3.7% | -18.6% | -17.3% |
| 3M | -35.6% | -0.7% | -34.8% | -35.0% |
| 6M | -55.7% | +7.2% | -62.9% | -58.6% |
| YTD | -43.1% | +16.9% | -60.1% | -52.8% |
| 1Y | -53.5% | +19.6% | -73.1% | -62.6% |
| All | -53.5% | +18.4% | -71.9% | -62.6% |
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