+33.3%
NXPI vs VIG
+16.6%
+16.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +9.4% | +3.1% | +6.3% | +2.9% |
| 30D | +18.1% | +5.0% | +13.1% | +7.2% |
| 3M | +15.0% | +2.7% | +12.3% | +9.3% |
| 6M | -8.4% | +11.0% | -19.4% | -25.3% |
| YTD | +24.8% | +16.0% | +8.8% | -5.4% |
| 1Y | +33.3% | +16.3% | +17.0% | +0.8% |
| All | +33.3% | +16.6% | +16.7% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling