+33.6%
VIK vs NIO
-38.9%
+72.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.1% |
| 7D | -0.8% | -4.1% | +3.3% | -0.3% |
| 30D | -18.0% | -23.2% | +5.2% | -15.4% |
| 3M | -5.8% | -29.9% | +24.1% | -1.7% |
| 6M | +17.2% | -25.1% | +42.3% | +21.7% |
| YTD | +19.1% | -27.5% | +46.6% | +23.5% |
| 1Y | +33.6% | -41.1% | +74.7% | +38.5% |
| All | +33.6% | -38.9% | +72.6% | +38.5% |
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