+61.5%
INTC vs VG
+71.2%
-9.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -1.6% |
| 7D | +17.1% | +15.1% | +2.0% | +19.0% |
| 30D | -40.5% | -4.2% | -36.3% | -40.9% |
| 3M | -39.4% | -3.1% | -36.3% | -39.4% |
| 6M | -49.3% | +0.3% | -49.6% | -48.2% |
| YTD | +65.9% | +95.5% | -29.6% | +62.5% |
| 1Y | +61.5% | +64.4% | -2.9% | +63.5% |
| All | +61.5% | +71.2% | -9.7% | +63.5% |
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