+16.1%
NXPI vs VCLT
-15.5%
+31.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.1% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -4.3% | +0.1% | -4.4% | -4.4% |
| 3M | -24.7% | -2.9% | -21.8% | -22.9% |
| 6M | +9.7% | -4.0% | +13.7% | +13.2% |
| YTD | +3.8% | -2.2% | +6.0% | +5.7% |
| 1Y | +1.6% | -2.6% | +4.2% | +3.7% |
| 3Y | +16.0% | +12.3% | +3.8% | +6.5% |
| 5Y | +16.1% | -16.4% | +32.5% | +24.1% |
| All | +16.1% | -15.5% | +31.7% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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