+175.2%
INTC vs VMC
+21.4%
+153.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.6% | +10.7% | +9.9% |
| 7D | +17.4% | -0.5% | +18.0% | +17.6% |
| 30D | +2.8% | -9.1% | +11.9% | +7.5% |
| 3M | -5.3% | -4.1% | -1.1% | -5.1% |
| 6M | +140.6% | -5.5% | +146.1% | +142.2% |
| YTD | +183.1% | -8.9% | +192.0% | +187.7% |
| 1Y | +326.8% | -12.9% | +339.7% | +344.4% |
| All | +175.2% | +21.4% | +153.9% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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