+50.3%
INTC vs VRT
+352.9%
-302.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.5% | +4.2% | +6.5% |
| 7D | -14.4% | -21.4% | +6.9% | -6.9% |
| 30D | -50.2% | -25.8% | -24.4% | -44.6% |
| 3M | -43.6% | -33.5% | -10.1% | -35.0% |
| 6M | -50.2% | -49.0% | -1.2% | -37.8% |
| YTD | +52.5% | +12.9% | +39.6% | +53.3% |
| 1Y | +51.1% | 0.0% | +51.1% | +56.1% |
| 3Y | +50.3% | +361.8% | -311.5% | -6.5% |
| All | +50.3% | +352.9% | -302.6% | -6.5% |
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