+39.9%
VSH vs NIO
-93.2%
+133.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.9% | +0.7% | -3.4% |
| 7D | +14.3% | -14.5% | +28.8% | +17.3% |
| 30D | -7.9% | -15.0% | +7.1% | -5.3% |
| 3M | -19.9% | -35.6% | +15.7% | -14.0% |
| 6M | -30.5% | -55.7% | +25.1% | -21.3% |
| YTD | +85.7% | -43.1% | +128.8% | +101.8% |
| 1Y | +98.9% | -53.5% | +152.5% | +122.2% |
| 3Y | +32.1% | -59.8% | +91.9% | +42.3% |
| All | +39.9% | -93.2% | +133.1% | +76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling