+108.9%
VTR vs NIO
-38.3%
+147.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.8% | -0.4% |
| 7D | -2.9% | -4.1% | +1.2% | -2.7% |
| 30D | -2.8% | -23.2% | +20.4% | -1.2% |
| 3M | +9.0% | -29.9% | +38.9% | +11.3% |
| 6M | +5.0% | -25.1% | +30.1% | +6.3% |
| YTD | +16.9% | -27.5% | +44.4% | +18.6% |
| 1Y | +34.3% | -41.1% | +75.4% | +37.4% |
| 3Y | +131.6% | -63.1% | +194.7% | +137.8% |
| 5Y | +88.0% | -90.4% | +178.4% | +101.5% |
| All | +108.9% | -38.3% | +147.3% | +82.4% |
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