+289.3%
INTC vs VRT
+123.1%
+166.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.2% | +2.2% |
| 7D | +7.1% | +9.1% | -2.0% | +2.3% |
| 30D | -5.2% | +0.9% | -6.1% | -5.7% |
| 3M | -14.3% | -13.4% | -0.9% | -7.7% |
| 6M | +110.2% | +11.7% | +98.5% | +100.1% |
| YTD | +159.6% | +73.2% | +86.4% | +104.1% |
| 1Y | +289.3% | +123.4% | +165.9% | +210.6% |
| All | +289.3% | +123.1% | +166.2% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling