+20.6%
NXPI vs VYM
+77.5%
-57.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.3% |
| 7D | +3.9% | -0.8% | +4.7% | +5.3% |
| 30D | +1.4% | -2.2% | +3.6% | +5.5% |
| 3M | -21.5% | +3.1% | -24.6% | -25.4% |
| 6M | +19.4% | +9.7% | +9.7% | +2.5% |
| YTD | +9.9% | +14.9% | -4.9% | -12.6% |
| 1Y | +7.9% | +17.6% | -9.7% | -17.4% |
| 3Y | +22.7% | +65.3% | -42.6% | -44.4% |
| All | +20.6% | +77.5% | -57.0% | -48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling