+19.9%
VGT vs NIO
-54.1%
+74.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.3% |
| 7D | -6.5% | -0.6% | -5.9% | -6.4% |
| 30D | -10.6% | -3.5% | -7.1% | -10.1% |
| 3M | -3.7% | -30.7% | +27.0% | +1.2% |
| 6M | +10.4% | -45.6% | +56.0% | +19.5% |
| YTD | +23.1% | -35.3% | +58.3% | +29.9% |
| 1Y | +19.9% | -53.9% | +73.8% | +36.0% |
| All | +19.9% | -54.1% | +74.0% | +36.0% |
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