+55.6%
VFC vs NIO
-54.1%
+109.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.4% | +1.0% | +4.3% |
| 7D | +21.5% | -0.6% | +22.1% | +21.5% |
| 30D | +46.7% | -3.5% | +50.2% | +46.7% |
| 3M | +38.4% | -30.7% | +69.1% | +38.7% |
| 6M | +15.2% | -45.6% | +60.9% | +15.7% |
| YTD | +17.8% | -35.3% | +53.1% | +19.4% |
| 1Y | +55.6% | -53.9% | +109.5% | +77.0% |
| All | +55.6% | -54.1% | +109.7% | +77.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling