+120.9%
VEA vs NIO
-36.7%
+157.6%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.5% |
| 7D | +1.0% | -13.0% | +14.0% | +1.9% |
| 30D | +1.9% | -18.3% | +20.2% | +3.4% |
| 3M | +3.2% | -33.2% | +36.4% | +6.1% |
| 6M | +10.2% | -21.5% | +31.7% | +11.7% |
| YTD | +18.9% | -25.5% | +44.4% | +20.8% |
| 1Y | +29.3% | -38.0% | +67.3% | +32.6% |
| 3Y | +76.8% | -65.5% | +142.2% | +83.0% |
| 5Y | +61.2% | -90.6% | +151.8% | +73.7% |
| All | +120.9% | -36.7% | +157.6% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling