+1,714.9%
NXPI vs VTV
+597.8%
+1,117.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -0.5% |
| 7D | +0.7% | +0.3% | +0.4% | +0.2% |
| 30D | -6.6% | +0.1% | -6.8% | -6.9% |
| 3M | -25.4% | +6.2% | -31.6% | -31.6% |
| 6M | +11.9% | +13.5% | -1.6% | -6.5% |
| YTD | +4.0% | +18.9% | -14.8% | -18.7% |
| 1Y | +1.0% | +25.8% | -24.8% | -27.2% |
| 3Y | +16.3% | +68.7% | -52.4% | -43.8% |
| 5Y | +17.7% | +80.3% | -62.6% | -46.9% |
| 10Y | +195.8% | +226.3% | -30.5% | -45.8% |
| All | +1,714.9% | +597.8% | +1,117.1% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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