+208.9%
VRTX vs NIO
-43.2%
+252.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | -0.4% | +6.9% | -7.3% | -0.7% |
| 30D | +8.0% | -4.7% | +12.7% | +8.2% |
| 3M | +11.0% | -28.1% | +39.1% | +12.4% |
| 6M | +28.2% | -41.7% | +69.9% | +30.6% |
| YTD | +21.5% | -33.1% | +54.6% | +23.0% |
| 1Y | +34.5% | -50.3% | +84.8% | +37.5% |
| 3Y | +49.5% | -54.4% | +103.8% | +50.8% |
| 5Y | +188.3% | -91.6% | +279.9% | +202.9% |
| All | +208.9% | -43.2% | +252.1% | +197.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling