+12.7%
VTI vs NIO
-50.3%
+63.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +8.2% |
| YTD | +12.6% | -36.5% | +49.1% | +16.0% |
| All | +12.7% | -50.3% | +63.0% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling