+232.1%
VIAV vs NIO
-40.3%
+272.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.3% | -4.2% |
| 7D | +11.2% | -7.3% | +18.5% | +12.1% |
| 30D | -2.6% | -22.5% | +19.9% | -0.1% |
| 3M | -20.1% | -30.9% | +10.8% | -17.2% |
| 6M | +25.8% | -37.2% | +63.0% | +31.4% |
| YTD | +109.9% | -29.8% | +139.7% | +116.4% |
| 1Y | +214.3% | -37.4% | +251.7% | +226.4% |
| 3Y | +281.6% | -64.3% | +346.0% | +302.0% |
| 5Y | +132.6% | -90.6% | +223.2% | +161.8% |
| All | +232.1% | -40.3% | +272.5% | +203.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling