+145.3%
VTV vs NIO
-40.3%
+185.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.5% |
| 7D | -2.1% | -7.3% | +5.2% | -1.7% |
| 30D | -1.3% | -22.5% | +21.2% | -0.1% |
| 3M | +5.6% | -30.9% | +36.5% | +7.4% |
| 6M | +12.4% | -37.2% | +49.6% | +14.6% |
| YTD | +17.6% | -29.8% | +47.4% | +19.1% |
| 1Y | +23.5% | -37.4% | +60.9% | +25.4% |
| 3Y | +67.0% | -64.3% | +131.4% | +70.6% |
| 5Y | +80.5% | -90.6% | +171.1% | +90.4% |
| All | +145.3% | -40.3% | +185.6% | +127.7% |
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 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