+184.2%
VTI vs NIO
-46.0%
+230.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.6% |
| 30D | -1.9% | -6.6% | +4.7% | -1.4% |
| 3M | -1.4% | -29.9% | +28.4% | +1.1% |
| 6M | +3.5% | -46.6% | +50.1% | +8.1% |
| YTD | +12.6% | -36.5% | +49.1% | +15.6% |
| 1Y | +12.7% | -51.1% | +63.9% | +17.9% |
| 3Y | +78.8% | -55.2% | +134.1% | +82.2% |
| 5Y | +67.2% | -92.3% | +159.5% | +84.4% |
| All | +184.2% | -46.0% | +230.2% | +169.9% |
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