+80.6%
VTV vs NIO
-90.3%
+170.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | -0.7% | -4.1% | +3.5% | -0.4% |
| 30D | -0.5% | -23.2% | +22.7% | +1.0% |
| 3M | +5.3% | -29.9% | +35.2% | +7.5% |
| 6M | +12.9% | -25.1% | +38.0% | +14.3% |
| YTD | +18.5% | -27.5% | +45.9% | +20.1% |
| 1Y | +25.3% | -41.1% | +66.4% | +28.2% |
| 3Y | +68.2% | -63.1% | +131.3% | +73.0% |
| 5Y | +80.6% | -90.4% | +171.0% | +95.3% |
| All | +80.6% | -90.3% | +170.9% | +95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling