+16.4%
NXPI vs VO
+43.4%
-27.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -0.8% |
| 7D | +0.7% | +0.6% | 0.0% | -0.3% |
| 30D | -6.6% | -1.1% | -5.5% | -5.1% |
| 3M | -25.4% | +4.5% | -30.0% | -30.1% |
| 6M | +11.9% | +11.1% | +0.9% | -4.0% |
| YTD | +4.0% | +13.5% | -9.5% | -13.5% |
| 1Y | +1.0% | +14.5% | -13.4% | -16.7% |
| 3Y | +16.3% | +58.1% | -41.8% | -38.5% |
| All | +16.4% | +43.4% | -27.0% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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