+42.2%
NXPI vs VLTO
+55.4%
-13.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.3% |
| 7D | +9.4% | +0.8% | +8.5% | +9.0% |
| 30D | +18.1% | +18.7% | -0.6% | +8.2% |
| 3M | +15.0% | +21.7% | -6.7% | +3.7% |
| 6M | -8.4% | +35.8% | -44.3% | -23.5% |
| YTD | +24.8% | +18.3% | +6.5% | +13.3% |
| 1Y | +33.3% | +20.9% | +12.4% | +18.9% |
| 3Y | +51.0% | +68.8% | -17.8% | +17.8% |
| All | +42.2% | +55.4% | -13.1% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling