+223.9%
NXPI vs VYM
+209.2%
+14.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.5% |
| 7D | +3.9% | -0.8% | +4.7% | +5.1% |
| 30D | +1.4% | -2.2% | +3.6% | +4.7% |
| 3M | -21.5% | +3.1% | -24.6% | -24.7% |
| 6M | +19.4% | +9.7% | +9.7% | +5.7% |
| YTD | +9.9% | +14.9% | -4.9% | -8.6% |
| 1Y | +7.9% | +17.6% | -9.7% | -12.9% |
| 3Y | +22.7% | +65.3% | -42.6% | -35.1% |
| 5Y | +22.1% | +78.7% | -56.7% | -39.7% |
| All | +223.9% | +209.2% | +14.8% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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