+28.1%
VCIT vs NIO
-43.2%
+71.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.7% | +6.9% | -6.2% | +0.7% |
| 30D | +1.8% | -4.7% | +6.5% | +1.8% |
| 3M | -1.6% | -28.1% | +26.5% | -1.2% |
| 6M | -2.1% | -41.7% | +39.6% | -1.6% |
| YTD | -1.6% | -33.1% | +31.6% | -1.2% |
| 1Y | -0.8% | -50.3% | +49.5% | -0.2% |
| 3Y | +19.9% | -54.4% | +74.3% | +20.2% |
| 5Y | +3.3% | -91.6% | +94.9% | +4.3% |
| All | +28.1% | -43.2% | +71.3% | +27.4% |
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