+3.3%
VCIT vs NIO
-92.6%
+95.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.3% |
| 7D | +0.5% | -3.6% | +4.1% | +0.5% |
| 30D | +2.1% | -8.0% | +10.1% | +2.2% |
| 3M | -1.6% | -31.2% | +29.6% | -0.9% |
| 6M | -1.6% | -45.8% | +44.2% | -0.6% |
| YTD | -1.5% | -37.3% | +35.7% | -0.9% |
| 1Y | -0.4% | -56.1% | +55.7% | +0.9% |
| 3Y | +19.6% | -61.1% | +80.7% | +20.4% |
| 5Y | +3.3% | -92.4% | +95.7% | +2.7% |
| All | +3.3% | -92.6% | +95.9% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling