+34.5%
NXPI vs VT
+58.5%
-24.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.2% |
| 7D | +9.4% | +2.9% | +6.5% | +4.0% |
| 30D | +18.1% | -2.5% | +20.6% | +23.8% |
| 3M | +15.0% | -3.3% | +18.4% | +22.5% |
| 6M | -8.4% | +1.5% | -10.0% | -9.5% |
| YTD | +24.8% | +11.4% | +13.4% | +4.9% |
| 1Y | +33.3% | +11.9% | +21.4% | +11.2% |
| 3Y | +51.0% | +73.9% | -22.9% | -37.6% |
| 5Y | +34.5% | +57.9% | -23.4% | -30.6% |
| All | +34.5% | +58.5% | -24.0% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling