+111.7%
INTC vs V
+68.4%
+43.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.7% | +10.8% | +9.8% |
| 7D | +17.4% | -1.1% | +18.5% | +17.9% |
| 30D | +2.8% | +1.9% | +0.9% | +1.5% |
| 3M | -5.3% | +15.5% | -20.8% | -13.2% |
| 6M | +140.6% | +16.6% | +124.0% | +118.1% |
| YTD | +183.1% | +5.7% | +177.4% | +170.1% |
| 1Y | +326.8% | +8.6% | +318.2% | +297.4% |
| 3Y | +179.4% | +52.5% | +126.9% | +113.4% |
| 5Y | +111.7% | +67.1% | +44.6% | +47.5% |
| All | +111.7% | +68.4% | +43.3% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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