+214.4%
NXPI vs VCIT
+30.9%
+183.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.7% | -0.5% | +2.2% | +2.3% |
| 30D | +19.7% | +1.5% | +18.2% | +17.3% |
| 3M | +14.5% | -1.0% | +15.5% | +15.9% |
| 6M | -11.2% | -1.7% | -9.6% | -9.1% |
| YTD | +25.8% | -1.4% | +27.2% | +28.3% |
| 1Y | +35.2% | -0.9% | +36.1% | +37.2% |
| 3Y | +52.3% | +19.8% | +32.5% | +21.1% |
| 5Y | +34.8% | +4.6% | +30.2% | +26.0% |
| 10Y | +214.4% | +31.5% | +182.9% | +173.8% |
| All | +214.4% | +30.9% | +183.5% | +173.8% |
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