+50.0%
VG vs NIO
-54.3%
+104.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.9% | +0.7% |
| 7D | -22.0% | +5.6% | -27.6% | -21.6% |
| 30D | -11.6% | -4.2% | -7.4% | -11.9% |
| 3M | -14.9% | -26.3% | +11.4% | -17.3% |
| 6M | -3.5% | -42.5% | +39.0% | -8.3% |
| YTD | +70.0% | -33.5% | +103.5% | +64.1% |
| 1Y | +50.0% | -52.7% | +102.6% | +64.2% |
| All | +50.0% | -54.3% | +104.2% | +64.2% |
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 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