+2,094.7%
NXPI vs VSH
+312.2%
+1,782.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.8% | -5.7% | -2.5% |
| 7D | +1.7% | +12.8% | -11.1% | -7.0% |
| 30D | +19.7% | -9.0% | +28.7% | +23.1% |
| 3M | +14.5% | -12.2% | +26.7% | +18.6% |
| 6M | -11.2% | -15.9% | +4.7% | -13.3% |
| YTD | +25.8% | +103.2% | -77.4% | -34.7% |
| 1Y | +35.2% | +108.4% | -73.2% | -31.2% |
| 3Y | +52.3% | +41.6% | +10.7% | -5.7% |
| 5Y | +34.8% | +54.6% | -19.7% | -21.7% |
| 10Y | +214.4% | +138.2% | +76.2% | +24.1% |
| All | +2,094.7% | +312.2% | +1,782.5% | +536.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling