+510.2%
RVMD vs NIO
-22.8%
+533.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.9% | +3.5% | -1.2% |
| 7D | -0.7% | -4.7% | +4.0% | +0.3% |
| 30D | -6.4% | -14.3% | +7.9% | -3.3% |
| 3M | -14.1% | -32.8% | +18.7% | -6.9% |
| 6M | +21.0% | -49.8% | +70.9% | +38.4% |
| YTD | +121.4% | -40.2% | +161.6% | +141.5% |
| 1Y | +167.9% | -52.7% | +220.6% | +205.9% |
| 3Y | +794.7% | -57.9% | +852.6% | +855.5% |
| 5Y | +437.2% | -92.9% | +530.0% | +655.3% |
| All | +510.2% | -22.8% | +533.0% | +435.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling