+68.8%
INTC vs VLTO
+56.4%
+12.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.2% | -2.5% |
| 7D | +6.0% | +1.0% | +5.0% | +6.0% |
| 30D | -39.2% | +17.5% | -56.7% | -40.1% |
| 3M | -42.9% | +21.4% | -64.3% | -44.2% |
| 6M | -50.4% | +38.1% | -88.5% | -54.0% |
| YTD | +61.7% | +19.0% | +42.7% | +58.7% |
| 1Y | +66.1% | +20.7% | +45.5% | +61.6% |
| 3Y | +58.1% | +64.3% | -6.1% | +51.7% |
| All | +68.8% | +56.4% | +12.4% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling