+359.9%
INTC vs VG
-39.3%
+399.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +7.1% | +1.7% | +5.4% | +7.0% |
| 30D | -5.2% | +16.0% | -21.2% | -5.6% |
| 3M | -14.3% | +9.7% | -24.0% | -14.5% |
| 6M | +110.2% | +29.6% | +80.6% | +101.2% |
| YTD | +159.6% | +112.0% | +47.6% | +129.0% |
| 1Y | +289.3% | +12.8% | +276.5% | +274.7% |
| All | +359.9% | -39.3% | +399.2% | +383.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling