+16.1%
NXPI vs VIG
+62.2%
-46.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.7% |
| 7D | -2.3% | -1.2% | -1.1% | -0.2% |
| 30D | -4.3% | -2.8% | -1.5% | +0.7% |
| 3M | -24.7% | +2.5% | -27.1% | -27.8% |
| 6M | +9.7% | +8.1% | +1.6% | -4.2% |
| YTD | +3.8% | +9.6% | -5.8% | -11.3% |
| 1Y | +1.6% | +14.2% | -12.5% | -19.1% |
| 3Y | +16.0% | +56.1% | -40.1% | -44.3% |
| 5Y | +16.1% | +62.8% | -46.7% | -45.2% |
| All | +16.1% | +62.2% | -46.1% | -45.2% |
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