+111.0%
VTR vs NIO
-36.7%
+147.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.9% |
| 7D | -1.7% | -13.0% | +11.4% | -0.8% |
| 30D | -2.4% | -18.3% | +15.8% | -1.2% |
| 3M | +14.8% | -33.2% | +48.0% | +17.6% |
| 6M | +5.3% | -21.5% | +26.8% | +6.4% |
| YTD | +18.1% | -25.5% | +43.6% | +19.6% |
| 1Y | +36.7% | -38.0% | +74.7% | +39.4% |
| 3Y | +130.1% | -65.5% | +195.5% | +137.4% |
| 5Y | +89.5% | -90.6% | +180.1% | +103.3% |
| All | +111.0% | -36.7% | +147.7% | +83.9% |
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