+12.5%
VUG vs NIO
-37.6%
+50.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | -0.2% |
| 7D | -1.9% | -7.3% | +5.4% | -1.1% |
| 30D | -1.6% | -22.5% | +21.0% | +1.0% |
| 3M | +4.4% | -30.9% | +35.3% | +8.3% |
| 6M | +13.2% | -37.2% | +50.4% | +18.0% |
| YTD | +7.5% | -29.8% | +37.3% | +10.8% |
| 1Y | +12.5% | -37.4% | +49.9% | +21.4% |
| All | +12.5% | -37.6% | +50.1% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling