+145.4%
VLO vs NIO
-38.9%
+184.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.6% |
| 7D | +6.2% | -4.1% | +10.4% | +6.2% |
| 30D | +23.5% | -23.2% | +46.7% | +23.6% |
| 3M | +53.9% | -29.9% | +83.8% | +53.9% |
| 6M | +81.7% | -25.1% | +106.8% | +80.9% |
| YTD | +142.5% | -27.5% | +169.9% | +141.7% |
| 1Y | +145.4% | -41.1% | +186.5% | +151.9% |
| All | +145.4% | -38.9% | +184.4% | +151.9% |
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