+200.6%
VOO vs NIO
-36.8%
+237.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.5% | -6.7% | +7.2% | +1.0% |
| 30D | -0.9% | -20.0% | +19.1% | +0.6% |
| 3M | +3.9% | -30.5% | +34.3% | +6.4% |
| 6M | +14.5% | -20.7% | +35.3% | +15.8% |
| YTD | +13.0% | -25.7% | +38.6% | +14.6% |
| 1Y | +19.4% | -38.6% | +58.0% | +22.4% |
| 3Y | +78.9% | -62.3% | +141.1% | +83.9% |
| 5Y | +82.3% | -90.1% | +172.3% | +96.3% |
| All | +200.6% | -36.8% | +237.5% | +182.2% |
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