+11.5%
VTV vs NIO
-44.8%
+56.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.0% |
| 7D | -0.4% | -1.8% | +1.4% | -0.4% |
| 30D | +3.9% | -6.6% | +10.5% | +3.9% |
| 3M | +2.6% | -29.9% | +32.4% | +2.2% |
| 6M | +11.5% | -46.6% | +58.1% | +11.0% |
| All | +11.5% | -44.8% | +56.3% | +11.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling