+80.3%
VOO vs NIO
-56.4%
+136.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.3% |
| 7D | +0.1% | +6.9% | -6.8% | -0.3% |
| 30D | -3.3% | -4.7% | +1.4% | -3.1% |
| 3M | -2.4% | -28.1% | +25.7% | -0.6% |
| 6M | +2.6% | -41.7% | +44.3% | +5.6% |
| YTD | +11.3% | -33.1% | +44.4% | +13.3% |
| 1Y | +13.4% | -50.3% | +63.7% | +17.4% |
| 3Y | +80.3% | -54.4% | +134.6% | +82.6% |
| All | +80.3% | -56.4% | +136.7% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling