+2,094.7%
NXPI vs VIG
+634.7%
+1,460.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.3% | +1.8% |
| 7D | +1.7% | -0.3% | +2.0% | +2.5% |
| 30D | +19.7% | +4.9% | +14.8% | +11.1% |
| 3M | +14.5% | +2.9% | +11.6% | +9.7% |
| 6M | -11.2% | +11.2% | -22.5% | -24.7% |
| YTD | +25.8% | +16.0% | +9.8% | +0.3% |
| 1Y | +35.2% | +17.0% | +18.3% | +6.4% |
| 3Y | +52.3% | +66.9% | -14.6% | -29.1% |
| 5Y | +34.8% | +65.8% | -31.0% | -34.5% |
| 10Y | +214.4% | +263.6% | -49.2% | -56.2% |
| All | +2,094.7% | +634.7% | +1,460.1% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling