+33.9%
NXPI vs VCIT
+3.3%
+30.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.7% |
| 30D | +15.0% | +1.1% | +13.8% | +13.1% |
| 3M | +12.6% | -1.4% | +13.9% | +14.7% |
| 6M | -10.6% | -2.3% | -8.2% | -7.5% |
| YTD | +22.1% | -1.8% | +23.9% | +25.4% |
| 1Y | +29.8% | -1.0% | +30.8% | +31.9% |
| 3Y | +47.8% | +19.3% | +28.5% | +17.1% |
| 5Y | +33.9% | +3.8% | +30.1% | +15.0% |
| All | +33.9% | +3.3% | +30.6% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling