+53.7%
VNQ vs NIO
-40.3%
+94.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.4% | -0.7% |
| 7D | -2.6% | -7.3% | +4.6% | -2.2% |
| 30D | -2.3% | -22.5% | +20.2% | -0.9% |
| 3M | -2.8% | -30.9% | +28.1% | -0.8% |
| 6M | +2.5% | -37.2% | +39.7% | +4.9% |
| YTD | +8.4% | -29.8% | +38.3% | +10.1% |
| 1Y | +6.8% | -37.4% | +44.2% | +8.8% |
| 3Y | +29.9% | -64.3% | +94.3% | +33.3% |
| 5Y | +7.2% | -90.6% | +97.8% | +13.7% |
| All | +53.7% | -40.3% | +94.1% | +42.6% |
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