+252.1%
INTC vs VGT
+820.0%
-567.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +1.3% |
| 7D | +7.5% | -0.2% | +7.6% | +7.7% |
| 30D | +2.0% | -0.4% | +2.4% | +2.8% |
| 3M | -12.0% | +4.4% | -16.4% | -13.9% |
| 6M | +114.5% | +32.1% | +82.5% | +68.0% |
| YTD | +179.0% | +28.8% | +150.2% | +124.6% |
| 1Y | +318.3% | +35.3% | +282.9% | +222.5% |
| 3Y | +171.2% | +124.8% | +46.5% | +27.7% |
| 5Y | +107.6% | +137.9% | -30.3% | -8.8% |
| All | +252.1% | +820.0% | -567.9% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling