-51.4%
VG vs NIO
-19.1%
-32.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.9% | -0.3% |
| 7D | -22.0% | +5.6% | -27.6% | -22.3% |
| 30D | -11.6% | -4.2% | -7.4% | -11.4% |
| 3M | -14.9% | -26.3% | +11.4% | -13.0% |
| 6M | -3.5% | -42.5% | +39.0% | +0.4% |
| YTD | +70.0% | -33.5% | +103.5% | +71.3% |
| 1Y | +50.0% | -52.7% | +102.6% | +61.3% |
| All | -51.4% | -19.1% | -32.3% | -57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling