+57.4%
INTC vs VRT
+12.3%
+45.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -12.9% | +9.1% | +3.4% |
| 7D | -39.0% | -15.4% | -23.6% | -32.7% |
| 30D | -49.8% | -19.0% | -30.9% | -43.6% |
| 3M | -42.2% | -23.8% | -18.4% | -33.3% |
| 6M | -39.2% | -37.9% | -1.3% | -22.2% |
| YTD | +57.9% | +27.0% | +31.0% | +42.7% |
| 1Y | +57.4% | +13.8% | +43.6% | +50.2% |
| All | +57.4% | +12.3% | +45.1% | +50.2% |
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