+78.5%
VTV vs NIO
-60.1%
+138.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.4% |
| 7D | +2.9% | -14.5% | +17.4% | +3.6% |
| 30D | +3.8% | -15.0% | +18.7% | +4.4% |
| 3M | +1.6% | -35.6% | +37.1% | +3.3% |
| 6M | +11.2% | -55.7% | +66.9% | +14.7% |
| YTD | +22.0% | -43.1% | +65.1% | +24.2% |
| 1Y | +24.9% | -53.5% | +78.4% | +28.2% |
| 3Y | +78.5% | -59.8% | +138.3% | +81.4% |
| All | +78.5% | -60.1% | +138.6% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling