+118.1%
VEA vs NIO
-38.3%
+156.4%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | +0.3% | -4.1% | +4.5% | +0.6% |
| 30D | +0.4% | -23.2% | +23.7% | +2.3% |
| 3M | +4.8% | -29.9% | +34.7% | +7.4% |
| 6M | +11.3% | -25.1% | +36.4% | +13.1% |
| YTD | +17.4% | -27.5% | +44.8% | +19.4% |
| 1Y | +26.2% | -41.1% | +67.3% | +29.8% |
| 3Y | +77.7% | -63.1% | +140.9% | +83.2% |
| 5Y | +60.9% | -90.4% | +151.3% | +73.3% |
| All | +118.1% | -38.3% | +156.4% | +105.1% |
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