+51.2%
NXPI vs VCIT
+19.0%
+32.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.6% |
| 7D | +6.8% | -1.4% | +8.2% | +9.1% |
| 30D | +20.0% | +0.6% | +19.5% | +18.9% |
| 3M | +14.8% | -2.2% | +17.0% | +18.7% |
| 6M | -10.5% | -2.3% | -8.1% | -7.2% |
| YTD | +23.7% | -2.2% | +25.9% | +28.0% |
| 1Y | +34.1% | -1.4% | +35.4% | +37.1% |
| 3Y | +51.2% | +18.7% | +32.5% | +25.3% |
| All | +51.2% | +19.0% | +32.2% | +25.3% |
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