+66.1%
INTC vs VRT
+19.0%
+47.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -0.5% |
| 7D | +6.0% | +10.5% | -4.5% | +0.1% |
| 30D | -39.2% | -9.3% | -29.9% | -35.7% |
| 3M | -42.9% | -29.6% | -13.3% | -31.3% |
| 6M | -50.4% | -45.4% | -5.0% | -32.7% |
| YTD | +61.7% | +24.8% | +36.9% | +48.3% |
| 1Y | +66.1% | +23.6% | +42.5% | +52.6% |
| All | +66.1% | +19.0% | +47.1% | +52.6% |
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