+195.2%
VOO vs NIO
-45.3%
+240.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | -0.1% |
| 7D | -0.6% | +2.8% | -3.4% | -0.8% |
| 30D | -3.6% | -8.4% | +4.7% | -3.1% |
| 3M | -2.7% | -32.0% | +29.2% | -0.2% |
| 6M | +2.2% | -43.9% | +46.2% | +6.1% |
| YTD | +10.9% | -35.7% | +46.6% | +13.6% |
| 1Y | +11.3% | -51.1% | +62.4% | +16.1% |
| 3Y | +76.9% | -54.7% | +131.6% | +79.9% |
| 5Y | +73.5% | -91.7% | +165.2% | +89.2% |
| All | +195.2% | -45.3% | +240.5% | +179.7% |
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 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