+16.8%
NXPI vs VMC
+47.2%
-30.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.2% |
| 7D | +0.7% | -3.7% | +4.4% | +3.0% |
| 30D | -4.2% | -12.8% | +8.6% | +4.0% |
| 3M | -20.4% | -7.9% | -12.5% | -17.2% |
| 6M | +12.5% | -7.5% | +20.0% | +16.5% |
| YTD | +5.2% | -11.6% | +16.9% | +10.8% |
| 1Y | +5.1% | -14.3% | +19.4% | +12.5% |
| 3Y | +17.7% | +18.5% | -0.8% | -2.4% |
| 5Y | +16.8% | +46.8% | -29.9% | -19.9% |
| All | +16.8% | +47.2% | -30.4% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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