+326.8%
INTC vs VRT
+131.6%
+195.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.7% | +5.4% | +7.1% |
| 7D | +17.4% | +13.6% | +3.8% | +9.9% |
| 30D | +2.8% | +6.8% | -4.0% | -0.6% |
| 3M | -5.3% | -3.2% | -2.0% | -3.2% |
| 6M | +140.6% | +20.3% | +120.3% | +121.5% |
| YTD | +183.1% | +79.6% | +103.5% | +118.6% |
| 1Y | +326.8% | +139.0% | +187.8% | +237.9% |
| All | +326.8% | +131.6% | +195.2% | +237.9% |
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