+50.0%
NXPI vs VCIT
+19.1%
+30.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -0.3% | +0.7% | -1.1% | -1.5% |
| 30D | +12.7% | +1.8% | +10.9% | +9.6% |
| 3M | +7.5% | -1.6% | +9.0% | +10.1% |
| 6M | -12.3% | -2.1% | -10.2% | -9.4% |
| YTD | +19.7% | -1.6% | +21.3% | +22.8% |
| 1Y | +27.6% | -0.8% | +28.4% | +29.5% |
| 3Y | +50.0% | +19.9% | +30.0% | +20.4% |
| All | +50.0% | +19.1% | +30.8% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling