+134.7%
VGT vs NIO
-90.3%
+225.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.8% | -6.7% | +8.5% | +2.8% |
| 30D | -0.3% | -20.0% | +19.7% | +2.7% |
| 3M | +3.4% | -30.5% | +33.8% | +8.5% |
| 6M | +35.0% | -20.7% | +55.7% | +38.1% |
| YTD | +28.8% | -25.7% | +54.4% | +32.7% |
| 1Y | +38.0% | -38.6% | +76.6% | +45.0% |
| 3Y | +125.8% | -62.3% | +188.0% | +141.2% |
| 5Y | +134.7% | -90.1% | +224.8% | +190.4% |
| All | +134.7% | -90.3% | +225.1% | +190.4% |
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