+289.3%
INTC vs VIG
+16.9%
+272.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +5.5% |
| 7D | +7.1% | -0.4% | +7.5% | +8.0% |
| 30D | -5.2% | -1.0% | -4.2% | -3.3% |
| 3M | -14.3% | +2.8% | -17.1% | -19.2% |
| 6M | +110.2% | +8.2% | +102.0% | +75.5% |
| YTD | +159.6% | +11.0% | +148.6% | +107.6% |
| 1Y | +289.3% | +16.1% | +273.1% | +238.1% |
| All | +289.3% | +16.9% | +272.4% | +238.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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