+182.7%
VTI vs NIO
-40.3%
+223.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.4% |
| 7D | -2.0% | -7.3% | +5.2% | -1.5% |
| 30D | -1.9% | -22.5% | +20.6% | -0.1% |
| 3M | +4.5% | -30.9% | +35.4% | +7.3% |
| 6M | +12.6% | -37.2% | +49.8% | +16.0% |
| YTD | +12.0% | -29.8% | +41.8% | +14.2% |
| 1Y | +17.3% | -37.4% | +54.8% | +20.3% |
| 3Y | +75.3% | -64.3% | +139.7% | +81.4% |
| 5Y | +74.0% | -90.6% | +164.6% | +89.3% |
| All | +182.7% | -40.3% | +223.1% | +166.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling