+112.6%
VTR vs NIO
-46.0%
+158.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | +1.4% | -1.8% | +3.2% | +1.5% |
| 30D | +8.2% | -6.6% | +14.9% | +8.6% |
| 3M | +4.6% | -29.9% | +34.5% | +6.8% |
| 6M | +4.3% | -46.6% | +51.0% | +8.1% |
| YTD | +19.0% | -36.5% | +55.5% | +21.6% |
| 1Y | +21.6% | -51.1% | +72.8% | +26.2% |
| 3Y | +132.2% | -55.2% | +187.4% | +135.2% |
| 5Y | +94.4% | -92.3% | +186.7% | +111.2% |
| All | +112.6% | -46.0% | +158.6% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling