+42.2%
VZ vs NIO
-36.7%
+78.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.9% |
| 7D | +0.1% | -13.0% | +13.1% | +0.2% |
| 30D | +7.9% | -18.3% | +26.2% | +8.1% |
| 3M | +13.6% | -33.2% | +46.9% | +14.0% |
| 6M | +1.1% | -21.5% | +22.6% | +1.2% |
| YTD | +29.3% | -25.5% | +54.8% | +29.5% |
| 1Y | +21.2% | -38.0% | +59.3% | +21.6% |
| 3Y | +75.9% | -65.5% | +141.4% | +76.6% |
| 5Y | +24.1% | -90.6% | +114.7% | +24.4% |
| All | +42.2% | -36.7% | +78.8% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling