+328.9%
INTC vs VSH
+111.0%
+217.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.3% |
| 7D | +18.0% | +3.5% | +14.5% | +15.5% |
| 30D | +8.9% | -4.4% | +13.3% | +11.7% |
| 3M | -1.6% | -45.8% | +44.3% | +39.1% |
| 6M | +133.1% | +90.1% | +42.9% | +36.7% |
| YTD | +187.9% | +120.3% | +67.6% | +56.7% |
| All | +328.9% | +111.0% | +217.9% | +140.5% |
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