+42.7%
VXUS vs NIO
-92.1%
+134.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.9% | -5.8% | -0.5% |
| 7D | -1.8% | +5.6% | -7.4% | -2.4% |
| 30D | -4.6% | -4.2% | -0.3% | -4.2% |
| 3M | -6.1% | -26.3% | +20.2% | -3.0% |
| 6M | -4.9% | -42.5% | +37.6% | +0.7% |
| YTD | +8.1% | -33.5% | +41.6% | +12.0% |
| 1Y | +12.1% | -52.7% | +64.7% | +20.4% |
| 3Y | +63.9% | -57.5% | +121.3% | +70.2% |
| All | +42.7% | -92.1% | +134.7% | +65.3% |
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