-20.9%
VST vs NIO
-37.4%
+16.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.7% |
| 7D | +8.9% | -13.0% | +22.0% | +10.7% |
| 30D | +6.2% | -18.3% | +24.5% | +8.7% |
| 3M | -2.7% | -33.2% | +30.5% | +2.2% |
| 6M | -8.4% | -21.5% | +13.1% | -6.4% |
| YTD | -7.2% | -25.5% | +18.3% | -5.0% |
| 1Y | -20.9% | -38.0% | +17.1% | -11.1% |
| All | -20.9% | -37.4% | +16.5% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling