-50.9%
NIO price history and return analytics
+147.4%
-198.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -3.0% |
| 7D | -1.8% | -0.7% | -1.1% | -1.0% |
| 30D | -6.6% | -1.7% | -4.9% | -4.1% |
| 3M | -29.9% | -2.3% | -27.6% | -27.3% |
| 6M | -46.6% | +1.5% | -48.1% | -48.3% |
| YTD | -36.5% | +12.0% | -48.5% | -47.6% |
| 1Y | -51.1% | +12.9% | -64.0% | -60.2% |
| 3Y | -55.2% | +74.9% | -130.2% | -82.2% |
| 5Y | -92.3% | +59.9% | -152.2% | -96.2% |
| All | -50.9% | +147.4% | -198.3% | -81.9% |
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