+210.0%
NXPI vs VUG
+419.9%
-209.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.1% |
| 7D | +0.7% | -1.9% | +2.5% | +3.0% |
| 30D | -4.2% | -1.6% | -2.6% | -2.4% |
| 3M | -20.4% | +4.4% | -24.8% | -24.4% |
| 6M | +12.5% | +13.2% | -0.7% | -3.2% |
| YTD | +5.2% | +7.5% | -2.3% | -3.6% |
| 1Y | +5.1% | +12.5% | -7.4% | -8.9% |
| 3Y | +17.7% | +86.0% | -68.3% | -43.5% |
| 5Y | +16.8% | +76.5% | -59.7% | -39.2% |
| All | +210.0% | +419.9% | -209.9% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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