+164.3%
INTC vs VGT
+121.2%
+43.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.5% | -4.2% |
| 7D | +9.4% | -1.0% | +10.5% | +11.0% |
| 30D | +2.7% | -0.4% | +3.1% | +3.7% |
| 3M | -6.3% | +6.6% | -12.9% | -11.1% |
| 6M | +114.5% | +31.0% | +83.4% | +61.7% |
| YTD | +171.9% | +27.2% | +144.6% | +112.3% |
| 1Y | +305.0% | +34.5% | +270.6% | +199.7% |
| All | +164.3% | +121.2% | +43.1% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling