+81.1%
VRSN vs NIO
-38.3%
+119.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +1.8% |
| 7D | -1.0% | -4.1% | +3.1% | -0.8% |
| 30D | -1.9% | -23.2% | +21.3% | -0.7% |
| 3M | +1.4% | -29.9% | +31.3% | +3.0% |
| 6M | +19.0% | -25.1% | +44.1% | +20.1% |
| YTD | +19.2% | -27.5% | +46.7% | +20.3% |
| 1Y | +1.7% | -41.1% | +42.8% | +3.4% |
| 3Y | +41.4% | -63.1% | +104.6% | +44.2% |
| 5Y | +31.7% | -90.4% | +122.0% | +39.1% |
| All | +81.1% | -38.3% | +119.4% | +72.7% |
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