+57.4%
INTC vs VG
+47.2%
+10.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.7% | +3.9% | -4.7% |
| 7D | -39.0% | -16.4% | -22.6% | -40.3% |
| 30D | -49.8% | -10.8% | -39.1% | -50.4% |
| 3M | -42.2% | -6.3% | -35.9% | -42.1% |
| 6M | -39.2% | -12.5% | -26.7% | -38.3% |
| YTD | +57.9% | +76.9% | -19.0% | +52.7% |
| 1Y | +57.4% | +51.8% | +5.6% | +57.1% |
| All | +57.4% | +47.2% | +10.2% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling