+69.7%
VT vs NIO
-62.1%
+131.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.0% | -3.8% |
| 7D | -4.2% | -3.6% | -0.6% | -3.9% |
| 30D | -5.8% | -8.0% | +2.2% | -5.2% |
| 3M | -5.2% | -31.2% | +25.9% | -2.7% |
| 6M | +0.1% | -45.8% | +45.9% | +4.4% |
| YTD | +8.2% | -37.3% | +45.5% | +11.3% |
| 1Y | +10.1% | -56.1% | +66.2% | +15.9% |
| All | +69.7% | -62.1% | +131.8% | +74.4% |
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