+179.9%
INTC vs VIG
+55.4%
+124.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.7% |
| 7D | +18.0% | -1.2% | +19.1% | +20.5% |
| 30D | +8.9% | -2.8% | +11.8% | +14.9% |
| 3M | -1.6% | +2.5% | -4.0% | -6.3% |
| 6M | +133.1% | +8.1% | +125.0% | +100.9% |
| YTD | +187.9% | +9.6% | +178.4% | +142.5% |
| 1Y | +334.7% | +14.2% | +320.5% | +239.2% |
| All | +179.9% | +55.4% | +124.5% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling