+30.2%
VRTX vs NIO
-54.1%
+84.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.4% | 0.0% | +3.2% |
| 7D | +3.7% | -0.6% | +4.3% | +3.7% |
| 30D | +9.0% | -3.5% | +12.6% | +9.2% |
| 3M | +14.7% | -30.7% | +45.4% | +17.9% |
| 6M | +27.7% | -45.6% | +73.4% | +34.1% |
| YTD | +21.1% | -35.3% | +56.4% | +22.4% |
| 1Y | +30.2% | -53.9% | +84.1% | +29.3% |
| All | +30.2% | -54.1% | +84.3% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling