+379.7%
VRT vs NIO
-60.1%
+439.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.9% | +1.3% | -2.8% |
| 7D | +10.5% | -14.5% | +25.0% | +13.4% |
| 30D | -9.3% | -15.0% | +5.6% | -6.9% |
| 3M | -29.6% | -35.6% | +6.0% | -24.5% |
| 6M | -45.4% | -55.7% | +10.3% | -38.0% |
| YTD | +24.8% | -43.1% | +68.0% | +35.6% |
| 1Y | +23.6% | -53.5% | +77.1% | +37.6% |
| 3Y | +379.7% | -59.8% | +439.5% | +425.2% |
| All | +379.7% | -60.1% | +439.8% | +425.2% |
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