+223.9%
NXPI vs VTR
+99.2%
+124.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.7% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | +1.4% | +1.1% | +0.3% | +0.9% |
| 3M | -21.5% | +7.9% | -29.4% | -24.3% |
| 6M | +19.4% | +6.2% | +13.2% | +15.4% |
| YTD | +9.9% | +17.7% | -7.8% | +2.2% |
| 1Y | +7.9% | +32.9% | -25.0% | -4.5% |
| 3Y | +22.7% | +129.7% | -107.0% | -13.3% |
| 5Y | +22.1% | +89.3% | -67.3% | -8.6% |
| All | +223.9% | +99.2% | +124.7% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling