+35.4%
VWO vs NIO
-90.4%
+125.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | +0.2% | -4.1% | +4.3% | +0.8% |
| 30D | +0.9% | -23.2% | +24.1% | +4.8% |
| 3M | +4.3% | -29.9% | +34.2% | +9.6% |
| 6M | +10.5% | -25.1% | +35.6% | +14.2% |
| YTD | +13.4% | -27.5% | +40.8% | +17.4% |
| 1Y | +18.6% | -41.1% | +59.7% | +25.7% |
| 3Y | +65.8% | -63.1% | +128.9% | +78.3% |
| All | +35.4% | -90.4% | +125.8% | +63.6% |
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