+208.7%
NXPI vs VUG
+390.7%
-181.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.9% |
| 7D | -0.5% | -1.2% | +0.7% | +1.1% |
| 30D | +15.0% | -8.9% | +23.8% | +28.7% |
| 3M | +12.6% | -5.9% | +18.5% | +21.1% |
| 6M | -10.6% | -3.3% | -7.3% | -6.6% |
| YTD | +22.1% | +3.4% | +18.7% | +17.1% |
| 1Y | +29.8% | +1.9% | +27.9% | +26.8% |
| 3Y | +47.8% | +76.9% | -29.2% | -24.9% |
| 5Y | +33.9% | +63.9% | -30.0% | -24.1% |
| 10Y | +208.7% | +396.2% | -187.5% | -33.4% |
| All | +208.7% | +390.7% | -181.9% | -33.4% |
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