+34.8%
NXPI vs VIG
+65.3%
-30.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.3% | +1.6% |
| 7D | +1.7% | -0.3% | +2.0% | +2.6% |
| 30D | +19.7% | +4.9% | +14.8% | +9.9% |
| 3M | +14.5% | +2.9% | +11.6% | +9.0% |
| 6M | -11.2% | +11.2% | -22.5% | -26.4% |
| YTD | +25.8% | +16.0% | +9.8% | -2.7% |
| 1Y | +35.2% | +17.0% | +18.3% | +3.0% |
| 3Y | +52.3% | +66.9% | -14.6% | -34.8% |
| 5Y | +34.8% | +65.8% | -31.0% | -38.5% |
| All | +34.8% | +65.3% | -30.4% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling