+47.7%
VIK vs NIO
-52.9%
+100.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.8% | +4.8% | +1.7% |
| 7D | +2.6% | +2.8% | -0.2% | +2.1% |
| 30D | +7.9% | -8.4% | +16.3% | +9.3% |
| 3M | -15.2% | -32.0% | +16.8% | -10.3% |
| 6M | +6.5% | -43.9% | +50.5% | +15.3% |
| YTD | +23.3% | -35.7% | +59.0% | +30.9% |
| 1Y | +47.7% | -51.1% | +98.8% | +50.7% |
| All | +47.7% | -52.9% | +100.6% | +50.7% |
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