+731.7%
INTC vs VCLT
+103.3%
+628.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | 0.0% | +9.1% | +9.1% |
| 7D | +17.4% | +0.3% | +17.1% | +17.3% |
| 30D | +2.8% | -0.6% | +3.3% | +2.9% |
| 3M | -5.3% | -2.2% | -3.0% | -4.5% |
| 6M | +140.6% | -2.9% | +143.5% | +143.1% |
| YTD | +183.1% | -2.1% | +185.2% | +185.4% |
| 1Y | +326.8% | -2.6% | +329.3% | +330.9% |
| 3Y | +179.4% | +12.5% | +166.9% | +171.9% |
| 5Y | +111.7% | -15.3% | +127.0% | +111.3% |
| 10Y | +253.8% | +16.6% | +237.2% | +259.4% |
| All | +731.7% | +103.3% | +628.4% | +1,048.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling