+17.7%
NXPI vs VSH
+65.5%
-47.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.1% |
| 7D | +0.7% | +6.2% | -5.5% | -2.8% |
| 30D | -6.6% | -11.1% | +4.5% | -0.6% |
| 3M | -25.4% | -44.9% | +19.5% | +2.0% |
| 6M | +11.9% | +90.0% | -78.0% | -34.1% |
| YTD | +4.0% | +118.8% | -114.8% | -45.3% |
| 1Y | +1.0% | +109.0% | -107.9% | -45.9% |
| 3Y | +16.3% | +35.6% | -19.3% | -18.5% |
| 5Y | +17.7% | +66.7% | -49.0% | -33.3% |
| All | +17.7% | +65.5% | -47.8% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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