-39.3%
VG vs NIO
-9.3%
-30.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.3% |
| 7D | +1.7% | -13.0% | +14.7% | +2.7% |
| 30D | +16.0% | -18.3% | +34.3% | +17.7% |
| 3M | +9.7% | -33.2% | +42.9% | +13.2% |
| 6M | +29.6% | -21.5% | +51.1% | +28.8% |
| YTD | +112.0% | -25.5% | +137.5% | +112.1% |
| 1Y | +12.8% | -38.0% | +50.8% | +17.4% |
| All | -39.3% | -9.3% | -30.0% | -46.7% |
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