+237.5%
VIK vs NIO
-20.4%
+257.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +3.6% | -6.7% | +10.2% | +4.1% |
| 30D | -16.7% | -20.0% | +3.3% | -15.3% |
| 3M | -1.1% | -30.5% | +29.4% | +1.7% |
| 6M | +27.8% | -20.7% | +48.5% | +30.1% |
| YTD | +23.3% | -25.7% | +49.0% | +25.9% |
| 1Y | +38.2% | -38.6% | +76.8% | +42.1% |
| All | +237.5% | -20.4% | +257.8% | +234.6% |
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