+41.1%
NXPI vs VLTO
+56.4%
-15.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -1.1% |
| 7D | +6.8% | +1.0% | +5.8% | +6.3% |
| 30D | +20.0% | +17.5% | +2.6% | +10.6% |
| 3M | +14.8% | +21.4% | -6.6% | +3.7% |
| 6M | -10.5% | +38.1% | -48.6% | -25.9% |
| YTD | +23.7% | +19.0% | +4.7% | +12.0% |
| 1Y | +34.1% | +20.7% | +13.4% | +20.0% |
| 3Y | +51.2% | +64.3% | -13.0% | +19.3% |
| All | +41.1% | +56.4% | -15.3% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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