+102.3%
INTC vs VEA
+57.9%
+44.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.3% | -3.8% |
| 7D | +9.4% | -2.1% | +11.5% | +12.8% |
| 30D | +2.7% | -1.1% | +3.7% | +4.4% |
| 3M | -6.3% | +5.1% | -11.3% | -10.9% |
| 6M | +114.5% | +9.8% | +104.7% | +95.2% |
| YTD | +171.9% | +15.9% | +155.9% | +130.3% |
| 1Y | +305.0% | +24.6% | +280.4% | +213.6% |
| 3Y | +168.3% | +75.5% | +92.8% | +40.4% |
| 5Y | +102.3% | +59.4% | +42.9% | +13.5% |
| All | +102.3% | +57.9% | +44.4% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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