+171.2%
INTC vs VNQ
+30.7%
+140.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.2% |
| 7D | +7.5% | -1.3% | +8.7% | +8.3% |
| 30D | +2.0% | -2.6% | +4.6% | +3.5% |
| 3M | -12.0% | -2.0% | -10.0% | -11.9% |
| 6M | +114.5% | +4.3% | +110.2% | +104.8% |
| YTD | +179.0% | +9.2% | +169.7% | +156.4% |
| 1Y | +318.3% | +5.6% | +312.7% | +294.0% |
| 3Y | +171.2% | +30.8% | +140.4% | +120.0% |
| All | +171.2% | +30.7% | +140.5% | +120.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling