+57.4%
INTC vs VGT
+18.8%
+38.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -4.3% |
| 7D | -39.0% | -6.5% | -32.5% | -27.6% |
| 30D | -49.8% | -10.6% | -39.3% | -34.8% |
| 3M | -42.2% | -3.7% | -38.5% | -34.3% |
| 6M | -39.2% | +10.4% | -49.5% | -44.5% |
| YTD | +57.9% | +23.1% | +34.9% | +20.9% |
| 1Y | +57.4% | +19.9% | +37.5% | +26.3% |
| All | +57.4% | +18.8% | +38.6% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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