-26.7%
VRSK vs NIO
-65.5%
+38.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.2% |
| 7D | -7.7% | -7.3% | -0.5% | -7.8% |
| 30D | -2.8% | -22.5% | +19.7% | -3.0% |
| 3M | -3.7% | -30.9% | +27.2% | -3.9% |
| 6M | -12.8% | -37.2% | +24.4% | -13.0% |
| YTD | -21.0% | -29.8% | +8.8% | -21.1% |
| 1Y | -32.5% | -37.4% | +4.9% | -32.7% |
| All | -26.7% | -65.5% | +38.8% | -27.5% |
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