+88.7%
VTR vs NIO
-90.3%
+179.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | -2.4% | -6.7% | +4.3% | -1.9% |
| 30D | -3.7% | -20.0% | +16.3% | -2.1% |
| 3M | +13.5% | -30.5% | +44.0% | +16.5% |
| 6M | +7.2% | -20.7% | +27.9% | +8.4% |
| YTD | +17.6% | -25.7% | +43.3% | +19.3% |
| 1Y | +35.4% | -38.6% | +74.0% | +38.7% |
| 3Y | +132.8% | -62.3% | +195.1% | +141.8% |
| 5Y | +88.7% | -90.1% | +178.7% | +99.5% |
| All | +88.7% | -90.3% | +179.0% | +99.5% |
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