+728.9%
INTC vs VEU
+192.1%
+536.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.0% |
| 7D | +7.1% | +1.1% | +5.9% | +5.9% |
| 30D | -5.2% | +2.2% | -7.4% | -7.0% |
| 3M | -14.3% | +3.0% | -17.3% | -15.1% |
| 6M | +110.2% | +10.9% | +99.3% | +96.3% |
| YTD | +159.6% | +18.2% | +141.4% | +128.9% |
| 1Y | +289.3% | +28.3% | +261.0% | +219.2% |
| 3Y | +166.1% | +74.6% | +91.4% | +69.5% |
| 5Y | +94.4% | +56.4% | +38.0% | +37.6% |
| 10Y | +227.7% | +153.0% | +74.7% | +60.6% |
| All | +728.9% | +192.1% | +536.8% | +266.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling