+361.0%
VRT vs NIO
-54.9%
+415.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | -2.5% |
| 7D | -17.7% | +2.8% | -20.5% | -18.1% |
| 30D | -20.0% | -8.4% | -11.6% | -18.8% |
| 3M | -28.1% | -32.0% | +3.9% | -23.6% |
| 6M | -42.8% | -43.9% | +1.1% | -37.5% |
| YTD | +20.0% | -35.7% | +55.7% | +27.7% |
| 1Y | +3.5% | -51.1% | +54.6% | +14.0% |
| All | +361.0% | -54.9% | +415.9% | +394.9% |
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