+295.4%
VIAV vs NIO
-62.3%
+357.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.3% | +11.4% | +11.2% |
| 7D | +11.3% | -6.7% | +18.0% | +12.4% |
| 30D | -1.0% | -20.0% | +19.0% | +2.1% |
| 3M | -20.5% | -30.5% | +9.9% | -16.4% |
| 6M | +39.0% | -20.7% | +59.7% | +43.1% |
| YTD | +117.5% | -25.7% | +143.1% | +125.2% |
| 1Y | +233.8% | -38.6% | +272.3% | +251.7% |
| 3Y | +295.4% | -62.3% | +357.7% | +325.2% |
| All | +295.4% | -62.3% | +357.7% | +325.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling