+27.8%
INTC vs VOO
+72.6%
-44.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.9% |
| 7D | +6.0% | +2.6% | +3.4% | +1.9% |
| 30D | -39.2% | -2.0% | -37.2% | -36.0% |
| 3M | -42.9% | -2.8% | -40.2% | -38.9% |
| 6M | -50.4% | +2.2% | -52.6% | -50.1% |
| YTD | +61.7% | +11.5% | +50.2% | +44.7% |
| 1Y | +66.1% | +13.5% | +52.6% | +45.4% |
| 3Y | +58.1% | +78.1% | -19.9% | -21.1% |
| All | +27.8% | +72.6% | -44.8% | -34.0% |
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