+57.4%
INTC vs VSH
+62.1%
-4.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.1% | +1.3% | -0.6% |
| 7D | -39.0% | -13.6% | -25.4% | -32.1% |
| 30D | -49.8% | -30.4% | -19.5% | -37.1% |
| 3M | -42.2% | -33.3% | -8.9% | -27.2% |
| 6M | -39.2% | -15.1% | -24.1% | -38.9% |
| YTD | +57.9% | +80.2% | -22.3% | -2.4% |
| 1Y | +57.4% | +63.4% | -6.0% | +1.9% |
| All | +57.4% | +62.1% | -4.7% | +1.9% |
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