+34.0%
VSH vs NIO
-62.6%
+96.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.7% |
| 7D | +4.1% | -13.0% | +17.1% | +6.4% |
| 30D | -4.2% | -18.3% | +14.1% | -1.0% |
| 3M | -50.0% | -33.2% | -16.8% | -46.6% |
| 6M | +80.2% | -21.5% | +101.7% | +87.1% |
| YTD | +121.1% | -25.5% | +146.6% | +130.9% |
| 1Y | +112.0% | -38.0% | +150.0% | +126.8% |
| All | +34.0% | -62.6% | +96.6% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling