+418.8%
VGT vs NIO
-36.7%
+455.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.5% |
| 7D | +1.0% | -13.0% | +14.0% | +2.4% |
| 30D | +1.3% | -18.3% | +19.6% | +3.3% |
| 3M | -1.1% | -33.2% | +32.1% | +2.8% |
| 6M | +32.6% | -21.5% | +54.1% | +35.1% |
| YTD | +29.0% | -25.5% | +54.5% | +31.8% |
| 1Y | +39.7% | -38.0% | +77.7% | +44.8% |
| 3Y | +120.9% | -65.5% | +186.4% | +132.5% |
| 5Y | +133.6% | -90.6% | +224.1% | +162.9% |
| All | +418.8% | -36.7% | +455.5% | +390.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling