+252.1%
INTC vs ITOT
+303.4%
-51.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.5% |
| 7D | +7.5% | -0.9% | +8.4% | +8.8% |
| 30D | +2.0% | -1.5% | +3.4% | +4.1% |
| 3M | -12.0% | +3.6% | -15.5% | -15.1% |
| 6M | +114.5% | +13.7% | +100.9% | +85.8% |
| YTD | +179.0% | +12.9% | +166.0% | +144.7% |
| 1Y | +318.3% | +17.2% | +301.1% | +252.1% |
| 3Y | +171.2% | +75.6% | +95.6% | +42.5% |
| 5Y | +107.6% | +75.5% | +32.1% | +10.2% |
| All | +252.1% | +303.4% | -51.3% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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