+206.8%
VRTX vs NIO
-43.5%
+250.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.9% | -5.1% | +0.6% |
| 7D | -2.1% | +5.6% | -7.7% | -2.3% |
| 30D | +8.2% | -4.2% | +12.4% | +8.3% |
| 3M | +13.0% | -26.3% | +39.3% | +14.3% |
| 6M | +27.9% | -42.5% | +70.5% | +30.4% |
| YTD | +20.7% | -33.5% | +54.2% | +22.1% |
| 1Y | +31.4% | -52.7% | +84.1% | +34.6% |
| 3Y | +41.8% | -57.5% | +99.3% | +43.5% |
| 5Y | +183.7% | -92.0% | +275.7% | +198.5% |
| All | +206.8% | -43.5% | +250.3% | +195.2% |
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 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