+57.4%
INTC vs VNQ
+14.0%
+43.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.2% | -6.9% | -2.6% |
| 7D | -39.0% | +6.8% | -45.8% | -37.6% |
| 30D | -49.8% | +10.0% | -59.8% | -48.4% |
| 3M | -42.2% | 0.0% | -42.2% | -41.5% |
| 6M | -39.2% | +4.5% | -43.7% | -39.3% |
| YTD | +57.9% | +13.9% | +44.0% | +46.5% |
| 1Y | +57.4% | +14.1% | +43.3% | +46.3% |
| All | +57.4% | +14.0% | +43.4% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling