+326.8%
INTC vs VG
+14.9%
+311.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.1% | +6.9% | +9.3% |
| 7D | +17.4% | -2.5% | +19.9% | +17.1% |
| 30D | +2.8% | +11.1% | -8.3% | +4.1% |
| 3M | -5.3% | +14.9% | -20.1% | -2.9% |
| 6M | +140.6% | +18.4% | +122.2% | +143.0% |
| YTD | +183.1% | +116.6% | +66.5% | +164.9% |
| 1Y | +326.8% | +9.4% | +317.4% | +349.0% |
| All | +326.8% | +14.9% | +311.9% | +349.0% |
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