+62.1%
VEA vs NIO
-90.3%
+152.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +1.9% | -6.7% | +8.5% | +2.6% |
| 30D | +0.8% | -20.0% | +20.8% | +3.0% |
| 3M | +5.7% | -30.5% | +36.2% | +9.5% |
| 6M | +13.3% | -20.7% | +34.0% | +15.3% |
| YTD | +18.4% | -25.7% | +44.1% | +21.0% |
| 1Y | +27.0% | -38.6% | +65.5% | +31.6% |
| 3Y | +79.3% | -62.3% | +141.5% | +87.8% |
| 5Y | +62.1% | -90.1% | +152.2% | +83.4% |
| All | +62.1% | -90.3% | +152.5% | +83.4% |
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 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