+84.4%
VRSN vs NIO
-36.7%
+121.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.4% |
| 7D | +0.1% | -13.0% | +13.1% | +0.7% |
| 30D | -0.2% | -18.3% | +18.1% | +0.7% |
| 3M | -0.3% | -33.2% | +32.9% | +1.5% |
| 6M | +23.0% | -21.5% | +44.5% | +23.8% |
| YTD | +21.3% | -25.5% | +46.8% | +22.3% |
| 1Y | +6.7% | -38.0% | +44.7% | +8.3% |
| 3Y | +45.0% | -65.5% | +110.4% | +48.4% |
| 5Y | +35.0% | -90.6% | +125.6% | +42.8% |
| All | +84.4% | -36.7% | +121.0% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling