+769.3%
VST vs NIO
-90.7%
+860.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.7% |
| 7D | +8.9% | -13.0% | +22.0% | +10.2% |
| 30D | +6.2% | -18.3% | +24.5% | +8.1% |
| 3M | -2.7% | -33.2% | +30.5% | +0.7% |
| 6M | -8.4% | -21.5% | +13.1% | -6.9% |
| YTD | -7.2% | -25.5% | +18.3% | -5.3% |
| 1Y | -20.9% | -38.0% | +17.1% | -18.3% |
| 3Y | +384.0% | -65.5% | +449.4% | +403.6% |
| All | +769.3% | -90.7% | +860.0% | +852.5% |
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 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