+67.8%
VTV vs NIO
-64.4%
+132.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | -0.7% | -4.1% | +3.5% | -0.5% |
| 30D | -0.5% | -23.2% | +22.7% | +0.6% |
| 3M | +5.3% | -29.9% | +35.2% | +6.8% |
| 6M | +12.9% | -25.1% | +38.0% | +13.9% |
| YTD | +18.5% | -27.5% | +45.9% | +19.6% |
| 1Y | +25.3% | -41.1% | +66.4% | +27.4% |
| All | +67.8% | -64.4% | +132.2% | +70.9% |
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 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