+52.2%
VRSK vs NIO
-40.3%
+92.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.1% |
| 7D | -7.7% | -7.3% | -0.5% | -7.5% |
| 30D | -2.8% | -22.5% | +19.7% | -2.1% |
| 3M | -3.7% | -30.9% | +27.2% | -2.7% |
| 6M | -12.8% | -37.2% | +24.4% | -11.7% |
| YTD | -21.0% | -29.8% | +8.8% | -20.4% |
| 1Y | -32.5% | -37.4% | +4.9% | -31.9% |
| 3Y | -26.5% | -64.3% | +37.8% | -25.6% |
| 5Y | -11.5% | -90.6% | +79.1% | -8.5% |
| All | +52.2% | -40.3% | +92.6% | +45.8% |
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