+179.4%
INTC vs VO
+57.7%
+121.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.6% | +9.6% | +10.1% |
| 7D | +17.4% | +0.6% | +16.8% | +16.0% |
| 30D | +2.8% | -1.1% | +3.8% | +4.8% |
| 3M | -5.3% | +4.5% | -9.8% | -11.5% |
| 6M | +140.6% | +11.1% | +129.5% | +104.9% |
| YTD | +183.1% | +13.5% | +169.6% | +133.6% |
| 1Y | +326.8% | +14.5% | +312.3% | +248.1% |
| 3Y | +179.4% | +58.1% | +121.3% | +53.6% |
| All | +179.4% | +57.7% | +121.7% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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