+74.8%
VXUS vs NIO
-64.6%
+139.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | +1.0% | -13.0% | +14.1% | +2.3% |
| 30D | +2.2% | -18.3% | +20.5% | +4.0% |
| 3M | +3.0% | -33.2% | +36.2% | +6.7% |
| 6M | +10.7% | -21.5% | +32.1% | +12.6% |
| YTD | +17.8% | -25.5% | +43.3% | +20.3% |
| 1Y | +27.6% | -38.0% | +65.6% | +31.7% |
| All | +74.8% | -64.6% | +139.4% | +81.1% |
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