+68.1%
VTRS vs NIO
-36.7%
+104.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.7% |
| 7D | -2.2% | -2.9% | +0.7% | -2.1% |
| 30D | +3.3% | -18.7% | +22.0% | +4.0% |
| 3M | +2.0% | -29.4% | +31.4% | +3.1% |
| 6M | +19.9% | -32.5% | +52.5% | +21.3% |
| YTD | +35.7% | -27.6% | +63.4% | +37.5% |
| 1Y | +68.1% | -39.2% | +107.3% | +75.7% |
| All | +68.1% | -36.7% | +104.8% | +75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling