+32.1%
NXPI vs VLTO
+54.8%
-22.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -4.4% | +5.4% | -9.8% | -6.8% |
| 30D | +5.6% | +22.3% | -16.8% | -4.9% |
| 3M | +7.6% | +19.6% | -12.0% | -2.1% |
| 6M | -17.6% | +35.2% | -52.7% | -31.1% |
| YTD | +15.9% | +17.9% | -2.0% | +5.4% |
| 1Y | +22.4% | +19.5% | +2.9% | +10.0% |
| 3Y | +43.2% | +73.9% | -30.7% | +10.4% |
| All | +32.1% | +54.8% | -22.7% | +6.5% |
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