+103.2%
INTC vs VNQ
+7.0%
+96.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.1% |
| 7D | +7.5% | -1.3% | +8.7% | +8.5% |
| 30D | +2.0% | -2.6% | +4.6% | +3.8% |
| 3M | -12.0% | -2.0% | -10.0% | -11.7% |
| 6M | +114.5% | +4.3% | +110.2% | +104.8% |
| YTD | +179.0% | +9.2% | +169.7% | +155.6% |
| 1Y | +318.3% | +5.6% | +312.7% | +293.4% |
| 3Y | +171.2% | +30.8% | +140.4% | +113.7% |
| All | +103.2% | +7.0% | +96.2% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling