+9.0%
VTEB vs NIO
-64.4%
+73.3%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.5% |
| 7D | -0.7% | -4.1% | +3.5% | -0.7% |
| 30D | -2.1% | -23.2% | +21.2% | -1.8% |
| 3M | -2.7% | -29.9% | +27.3% | -2.4% |
| 6M | -2.1% | -25.1% | +23.0% | -1.9% |
| YTD | -1.1% | -27.5% | +26.3% | -0.9% |
| 1Y | +1.3% | -41.1% | +42.4% | +1.7% |
| All | +9.0% | -64.4% | +73.3% | +9.4% |
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