+46.0%
VFC vs NIO
-54.3%
+100.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.8% | 0.0% |
| 7D | +11.2% | +5.6% | +5.6% | +11.1% |
| 30D | +41.5% | -4.2% | +45.8% | +41.4% |
| 3M | +38.9% | -26.3% | +65.2% | +38.8% |
| 6M | +6.1% | -42.5% | +48.7% | +5.9% |
| YTD | +14.5% | -33.5% | +48.1% | +15.6% |
| 1Y | +46.0% | -52.7% | +98.6% | +51.0% |
| All | +46.0% | -54.3% | +100.2% | +51.0% |
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