+473.2%
VLO vs NIO
-93.2%
+566.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +1.5% |
| 7D | +9.6% | -14.5% | +24.1% | +10.2% |
| 30D | -17.4% | -15.0% | -2.4% | -17.0% |
| 3M | +10.8% | -35.6% | +46.3% | +12.5% |
| 6M | +56.9% | -55.7% | +112.6% | +61.5% |
| YTD | +136.8% | -43.1% | +179.9% | +140.4% |
| 1Y | +120.7% | -53.5% | +174.2% | +126.1% |
| 3Y | +231.9% | -59.8% | +291.8% | +236.5% |
| All | +473.2% | -93.2% | +566.4% | +542.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling