+223.9%
NXPI vs VGT
+820.0%
-596.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +3.2% |
| 7D | +3.9% | -0.2% | +4.0% | +4.1% |
| 30D | +1.4% | -0.4% | +1.8% | +1.7% |
| 3M | -21.5% | +4.4% | -26.0% | -25.0% |
| 6M | +19.4% | +32.1% | -12.7% | -11.9% |
| YTD | +9.9% | +28.8% | -18.8% | -16.7% |
| 1Y | +7.9% | +35.3% | -27.5% | -22.8% |
| 3Y | +22.7% | +124.8% | -102.1% | -48.9% |
| 5Y | +22.1% | +137.9% | -115.9% | -51.3% |
| All | +223.9% | +820.0% | -596.1% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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