+199.0%
VLO vs NIO
-59.9%
+258.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.9% | -7.3% | -1.4% |
| 7D | -13.3% | +5.6% | -18.9% | -13.4% |
| 30D | -18.3% | -4.2% | -14.1% | -18.2% |
| 3M | +14.3% | -26.3% | +40.6% | +15.0% |
| 6M | +47.6% | -42.5% | +90.2% | +49.2% |
| YTD | +116.0% | -33.5% | +149.5% | +117.0% |
| 1Y | +101.0% | -52.7% | +153.7% | +104.4% |
| 3Y | +199.0% | -57.5% | +256.5% | +209.7% |
| All | +199.0% | -59.9% | +258.9% | +209.7% |
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