+102.3%
INTC vs VMC
+47.2%
+55.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.7% |
| 7D | +9.4% | -3.7% | +13.1% | +11.5% |
| 30D | +2.7% | -12.8% | +15.4% | +10.0% |
| 3M | -6.3% | -7.9% | +1.6% | -3.6% |
| 6M | +114.5% | -7.5% | +122.0% | +119.0% |
| YTD | +171.9% | -11.6% | +183.5% | +182.7% |
| 1Y | +305.0% | -14.3% | +319.3% | +327.2% |
| 3Y | +168.3% | +18.5% | +149.8% | +131.8% |
| 5Y | +102.3% | +46.8% | +55.5% | +50.0% |
| All | +102.3% | +47.2% | +55.1% | +50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling