+108.1%
VGT vs NIO
-92.8%
+201.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.3% | +0.3% |
| 7D | +5.6% | -4.7% | +10.3% | +6.3% |
| 30D | -10.6% | -14.3% | +3.7% | -8.7% |
| 3M | -6.9% | -32.8% | +25.9% | -1.8% |
| 6M | +0.9% | -49.8% | +50.8% | +10.5% |
| YTD | +20.4% | -40.2% | +60.6% | +27.7% |
| 1Y | +17.4% | -52.7% | +70.1% | +28.4% |
| 3Y | +106.3% | -57.9% | +164.1% | +115.7% |
| All | +108.1% | -92.8% | +201.0% | +167.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling