+28.0%
VCIT vs NIO
-43.5%
+71.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.1% | -0.2% |
| 7D | +0.1% | +5.6% | -5.5% | 0.0% |
| 30D | +1.9% | -4.2% | +6.2% | +2.0% |
| 3M | -1.4% | -26.3% | +24.9% | -1.1% |
| 6M | -2.1% | -42.5% | +40.4% | -1.6% |
| YTD | -1.6% | -33.5% | +31.9% | -1.3% |
| 1Y | -0.9% | -52.7% | +51.7% | -0.2% |
| 3Y | +20.0% | -57.5% | +77.4% | +20.3% |
| 5Y | +3.1% | -92.0% | +95.1% | +4.2% |
| All | +28.0% | -43.5% | +71.5% | +27.3% |
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