+349.3%
VLO vs NIO
-36.8%
+386.1%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.3% |
| 7D | +5.8% | -6.7% | +12.4% | +6.2% |
| 30D | +28.3% | -20.0% | +48.4% | +29.9% |
| 3M | +48.7% | -30.5% | +79.2% | +51.7% |
| 6M | +71.9% | -20.7% | +92.6% | +73.3% |
| YTD | +138.7% | -25.7% | +164.3% | +141.1% |
| 1Y | +148.5% | -38.6% | +187.0% | +153.3% |
| 3Y | +192.7% | -62.3% | +254.9% | +199.8% |
| 5Y | +601.6% | -90.1% | +691.7% | +657.2% |
| All | +349.3% | -36.8% | +386.1% | +292.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling