+65.3%
VTI vs NIO
-92.0%
+157.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | 0.0% |
| 7D | -0.4% | +2.8% | -3.3% | -0.7% |
| 30D | -3.2% | -8.4% | +5.1% | -2.4% |
| 3M | -2.9% | -32.0% | +29.0% | +0.7% |
| 6M | +2.4% | -43.9% | +46.3% | +8.0% |
| YTD | +11.2% | -35.7% | +46.9% | +15.0% |
| 1Y | +11.6% | -51.1% | +62.7% | +18.6% |
| 3Y | +76.6% | -54.7% | +131.3% | +80.7% |
| 5Y | +65.3% | -91.7% | +157.0% | +93.0% |
| All | +65.3% | -92.0% | +157.3% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling