+289.3%
INTC vs VSH
+118.1%
+171.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.4% | +0.1% | +1.8% |
| 7D | +7.1% | +4.1% | +3.0% | +4.5% |
| 30D | -5.2% | -4.2% | -1.0% | -3.1% |
| 3M | -14.3% | -50.0% | +35.7% | +27.2% |
| 6M | +110.2% | +80.2% | +30.0% | +27.9% |
| YTD | +159.6% | +121.1% | +38.5% | +41.4% |
| 1Y | +289.3% | +112.0% | +177.3% | +111.1% |
| All | +289.3% | +118.1% | +171.2% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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