+186.7%
NXPI vs VCIT
+28.8%
+157.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | +5.6% | +1.9% | +3.6% | +2.9% |
| 3M | +7.6% | -1.4% | +9.0% | +9.7% |
| 6M | -17.6% | -2.1% | -15.4% | -15.0% |
| YTD | +15.9% | -1.6% | +17.5% | +18.7% |
| 1Y | +22.4% | -0.9% | +23.3% | +24.2% |
| 3Y | +43.2% | +20.0% | +23.3% | +13.7% |
| 5Y | +21.4% | +3.1% | +18.2% | +15.5% |
| All | +186.7% | +28.8% | +157.9% | +150.8% |
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