-13.8%
VEEV vs NIO
-90.3%
+76.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.5% | -3.7% |
| 7D | -5.2% | -6.7% | +1.5% | -4.2% |
| 30D | +14.9% | -20.0% | +35.0% | +18.6% |
| 3M | +58.4% | -30.5% | +88.8% | +66.6% |
| 6M | +35.5% | -20.7% | +56.2% | +37.9% |
| YTD | +18.6% | -25.7% | +44.3% | +21.5% |
| 1Y | -6.3% | -38.6% | +32.2% | -2.0% |
| 3Y | +20.2% | -62.3% | +82.5% | +29.0% |
| 5Y | -13.8% | -90.1% | +76.3% | +12.2% |
| All | -13.8% | -90.3% | +76.5% | +12.2% |
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