+677.0%
VRT vs NIO
-92.4%
+769.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.6% |
| 7D | +0.5% | -1.8% | +2.3% | +1.0% |
| 30D | -13.7% | -6.6% | -7.1% | -12.4% |
| 3M | -26.7% | -29.9% | +3.2% | -20.8% |
| 6M | -43.8% | -46.6% | +2.8% | -35.9% |
| YTD | +27.6% | -36.5% | +64.0% | +39.0% |
| 1Y | +15.5% | -51.1% | +66.6% | +32.9% |
| 3Y | +395.6% | -55.2% | +450.8% | +430.7% |
| All | +677.0% | -92.4% | +769.5% | +967.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling