+59.3%
INTC vs VLTO
+54.8%
+4.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.5% | +7.2% | +7.7% |
| 7D | -14.4% | +5.4% | -19.8% | -14.6% |
| 30D | -50.2% | +22.3% | -72.6% | -51.5% |
| 3M | -43.6% | +19.6% | -63.2% | -44.8% |
| 6M | -50.2% | +35.2% | -85.4% | -53.7% |
| YTD | +52.5% | +17.9% | +34.7% | +49.8% |
| 1Y | +51.1% | +19.5% | +31.6% | +47.0% |
| 3Y | +50.3% | +73.9% | -23.6% | +43.7% |
| All | +59.3% | +54.8% | +4.4% | +51.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling