+109.9%
VEA vs NIO
-46.0%
+155.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | -1.3% | -1.8% | +0.5% | -1.2% |
| 30D | 0.0% | -6.6% | +6.6% | +0.4% |
| 3M | -3.6% | -29.9% | +26.3% | -1.2% |
| 6M | -0.5% | -46.6% | +46.1% | +3.7% |
| YTD | +13.0% | -36.5% | +49.5% | +16.0% |
| 1Y | +16.3% | -51.1% | +67.4% | +21.4% |
| 3Y | +74.4% | -55.2% | +129.7% | +77.8% |
| 5Y | +55.8% | -92.3% | +148.2% | +70.2% |
| All | +109.9% | -46.0% | +155.9% | +99.1% |
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