+235.2%
VIK vs NIO
-28.8%
+264.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.9% | -4.4% | +1.0% |
| 7D | 0.0% | +5.6% | -5.6% | -0.4% |
| 30D | +7.7% | -4.2% | +11.9% | +8.0% |
| 3M | -17.6% | -26.3% | +8.7% | -15.7% |
| 6M | +1.7% | -42.5% | +44.2% | +5.9% |
| YTD | +22.5% | -33.5% | +56.0% | +26.1% |
| 1Y | +52.6% | -52.7% | +105.3% | +60.0% |
| All | +235.2% | -28.8% | +264.0% | +235.2% |
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