+74.6%
VTI vs NIO
-90.0%
+164.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.6% | -6.7% | +7.3% | +1.3% |
| 30D | -1.1% | -20.0% | +18.9% | +1.1% |
| 3M | +3.9% | -30.5% | +34.4% | +7.6% |
| 6M | +14.6% | -20.7% | +35.3% | +16.5% |
| YTD | +13.3% | -25.7% | +39.0% | +15.7% |
| 1Y | +19.2% | -38.6% | +57.7% | +23.4% |
| 3Y | +77.4% | -62.3% | +139.6% | +86.0% |
| All | +74.6% | -90.0% | +164.7% | +102.5% |
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 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