+179.9%
INTC vs VEU
+74.2%
+105.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +3.2% |
| 7D | +18.0% | +0.3% | +17.7% | +17.2% |
| 30D | +8.9% | +0.7% | +8.3% | +7.6% |
| 3M | -1.6% | +4.7% | -6.2% | -7.4% |
| 6M | +133.1% | +11.6% | +121.4% | +100.4% |
| YTD | +187.9% | +16.8% | +171.1% | +129.3% |
| 1Y | +334.7% | +24.9% | +309.8% | +211.3% |
| All | +179.9% | +74.2% | +105.7% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling