+34.1%
NXPI vs VT
+11.9%
+22.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | +6.8% | +2.4% | +4.4% | +2.6% |
| 30D | +20.0% | -1.5% | +21.5% | +23.5% |
| 3M | +14.8% | -4.1% | +18.9% | +23.8% |
| 6M | -10.5% | +0.6% | -11.0% | -9.7% |
| YTD | +23.7% | +11.0% | +12.7% | +9.4% |
| 1Y | +34.1% | +13.3% | +20.7% | +14.5% |
| All | +34.1% | +11.9% | +22.2% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling