+51.0%
VIK vs NIO
-55.0%
+106.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.9% |
| 7D | +2.7% | -14.5% | +17.2% | +5.3% |
| 30D | +8.8% | -15.0% | +23.8% | +11.6% |
| 3M | -15.3% | -35.6% | +20.3% | -9.6% |
| 6M | +9.4% | -55.7% | +65.0% | +23.0% |
| YTD | +25.9% | -43.1% | +69.0% | +36.2% |
| 1Y | +51.0% | -53.5% | +104.5% | +59.4% |
| All | +51.0% | -55.0% | +106.0% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling