+58.1%
INTC vs VRT
+388.8%
-330.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -1.2% |
| 7D | +6.0% | +10.5% | -4.5% | +2.3% |
| 30D | -39.2% | -9.3% | -29.9% | -36.9% |
| 3M | -42.9% | -29.6% | -13.3% | -35.7% |
| 6M | -50.4% | -45.4% | -5.0% | -39.8% |
| YTD | +61.7% | +24.8% | +36.9% | +56.9% |
| 1Y | +66.1% | +23.6% | +42.5% | +61.5% |
| 3Y | +58.1% | +379.7% | -321.5% | -1.5% |
| All | +58.1% | +388.8% | -330.7% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling