+6.6%
VNQ vs NIO
-90.3%
+96.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.3% | -0.8% |
| 7D | -0.9% | -4.1% | +3.3% | -0.5% |
| 30D | -2.2% | -23.2% | +21.0% | -0.2% |
| 3M | -1.9% | -29.9% | +28.0% | +0.8% |
| 6M | +3.2% | -25.1% | +28.3% | +5.0% |
| YTD | +9.4% | -27.5% | +36.8% | +11.4% |
| 1Y | +7.5% | -41.1% | +48.6% | +10.9% |
| 3Y | +31.1% | -63.1% | +94.2% | +36.4% |
| 5Y | +6.6% | -90.4% | +96.9% | +15.0% |
| All | +6.6% | -90.3% | +96.8% | +15.0% |
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