-9.5%
VMC vs NIO
-37.4%
+27.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.0% |
| 7D | -4.3% | -13.0% | +8.7% | -3.9% |
| 30D | -8.2% | -18.3% | +10.0% | -7.7% |
| 3M | -7.0% | -33.2% | +26.2% | -5.7% |
| 6M | -10.8% | -21.5% | +10.7% | -10.1% |
| YTD | -7.4% | -25.5% | +18.1% | -6.8% |
| 1Y | -9.5% | -38.0% | +28.5% | -8.7% |
| All | -9.5% | -37.4% | +27.9% | -8.7% |
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 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