+446.4%
INTC vs VO
+827.2%
-380.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.7% |
| 7D | +7.1% | -0.3% | +7.3% | +7.4% |
| 30D | -5.2% | -0.3% | -4.9% | -4.8% |
| 3M | -14.3% | +2.9% | -17.2% | -16.1% |
| 6M | +110.2% | +9.3% | +100.8% | +94.7% |
| YTD | +159.6% | +14.2% | +145.4% | +131.0% |
| 1Y | +289.3% | +15.3% | +274.0% | +244.1% |
| 3Y | +166.1% | +56.2% | +109.8% | +79.6% |
| 5Y | +94.4% | +42.4% | +51.9% | +44.4% |
| 10Y | +227.7% | +194.7% | +33.0% | +25.4% |
| All | +446.4% | +827.2% | -380.8% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling