+102.3%
INTC vs VCLT
-17.3%
+119.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.8% |
| 7D | +9.4% | -1.3% | +10.7% | +10.5% |
| 30D | +2.7% | -1.1% | +3.8% | +3.5% |
| 3M | -6.3% | -3.7% | -2.6% | -3.7% |
| 6M | +114.5% | -4.0% | +118.5% | +121.2% |
| YTD | +171.9% | -3.4% | +175.3% | +179.5% |
| 1Y | +305.0% | -4.1% | +309.1% | +318.1% |
| 3Y | +168.3% | +11.0% | +157.4% | +152.8% |
| 5Y | +102.3% | -17.0% | +119.3% | +89.7% |
| All | +102.3% | -17.3% | +119.6% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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