+116.0%
INTC vs VOO
+81.6%
+34.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +2.4% |
| 7D | +18.0% | -0.4% | +18.3% | +18.5% |
| 30D | +8.9% | -1.4% | +10.3% | +11.3% |
| 3M | -1.6% | +3.7% | -5.3% | -5.8% |
| 6M | +133.1% | +13.0% | +120.0% | +99.1% |
| YTD | +187.9% | +12.4% | +175.5% | +148.7% |
| 1Y | +334.7% | +18.6% | +316.1% | +250.3% |
| 3Y | +184.2% | +78.1% | +106.1% | +38.8% |
| 5Y | +116.0% | +82.3% | +33.7% | +2.2% |
| All | +116.0% | +81.6% | +34.4% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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