+59.0%
VNQ vs NIO
-51.7%
+110.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.3% |
| 7D | +0.8% | -14.5% | +15.2% | +1.7% |
| 30D | +6.8% | -15.0% | +21.7% | +7.7% |
| 3M | -1.3% | -35.6% | +34.3% | +1.1% |
| 6M | +2.4% | -55.7% | +58.0% | +7.0% |
| YTD | +12.1% | -43.1% | +55.3% | +15.1% |
| 1Y | +12.0% | -53.5% | +65.5% | +16.2% |
| 3Y | +44.8% | -59.8% | +104.6% | +47.7% |
| 5Y | +6.9% | -93.2% | +100.1% | +15.2% |
| All | +59.0% | -51.7% | +110.6% | +49.1% |
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 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