+34.7%
NXPI vs VTR
+92.3%
-57.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +6.8% | +0.2% | +6.6% | +6.7% |
| 30D | +20.0% | +5.5% | +14.6% | +17.8% |
| 3M | +14.8% | -0.9% | +15.7% | +14.9% |
| 6M | -10.5% | -0.4% | -10.1% | -11.2% |
| YTD | +23.7% | +17.0% | +6.7% | +14.5% |
| 1Y | +34.1% | +18.0% | +16.1% | +23.5% |
| 3Y | +51.2% | +127.4% | -76.1% | -0.5% |
| All | +34.7% | +92.3% | -57.5% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling