-50.3%
NIO price history and return analytics
+144.6%
-194.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.1% |
| 7D | +2.8% | -0.1% | +3.0% | +2.9% |
| 30D | -8.4% | -3.1% | -5.3% | -3.8% |
| 3M | -32.0% | -3.5% | -28.5% | -28.0% |
| 6M | -43.9% | +0.5% | -44.4% | -44.7% |
| YTD | -35.7% | +10.8% | -46.5% | -46.0% |
| 1Y | -51.1% | +11.9% | -63.0% | -59.6% |
| 3Y | -54.7% | +73.0% | -127.7% | -81.6% |
| 5Y | -91.7% | +58.6% | -150.3% | -95.8% |
| All | -50.3% | +144.6% | -194.9% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling