+200.5%
NXPI vs VCIT
+30.2%
+170.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -0.3% | +0.7% | -1.1% | -1.3% |
| 30D | +12.7% | +1.8% | +10.9% | +10.1% |
| 3M | +7.5% | -1.1% | +8.6% | +9.1% |
| 6M | -12.3% | -1.7% | -10.6% | -10.2% |
| YTD | +19.7% | -1.1% | +20.8% | +21.8% |
| 1Y | +27.6% | -0.4% | +27.9% | +28.5% |
| 3Y | +50.0% | +20.5% | +29.5% | +18.4% |
| 5Y | +27.2% | +3.8% | +23.4% | +20.1% |
| 10Y | +200.5% | +31.2% | +169.3% | +161.5% |
| All | +200.5% | +30.2% | +170.3% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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