+206.2%
VRTX vs NIO
-36.7%
+242.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -2.1% |
| 7D | +0.8% | -13.0% | +13.9% | +1.3% |
| 30D | +12.6% | -18.3% | +30.9% | +13.5% |
| 3M | +23.6% | -33.2% | +56.8% | +25.4% |
| 6M | +14.3% | -21.5% | +35.8% | +15.1% |
| YTD | +20.5% | -25.5% | +46.0% | +21.5% |
| 1Y | +37.6% | -38.0% | +75.6% | +39.4% |
| 3Y | +55.5% | -65.5% | +121.0% | +58.6% |
| 5Y | +175.7% | -90.6% | +266.3% | +188.4% |
| All | +206.2% | -36.7% | +242.9% | +193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling