+57.4%
INTC vs VT
+15.2%
+42.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -9.0% |
| 7D | -39.0% | -0.3% | -38.7% | -37.5% |
| 30D | -49.8% | -1.4% | -48.4% | -46.6% |
| 3M | -42.2% | -1.4% | -40.8% | -38.4% |
| 6M | -39.2% | +5.5% | -44.6% | -43.5% |
| YTD | +57.9% | +12.8% | +45.1% | +24.4% |
| 1Y | +57.4% | +15.4% | +41.9% | +17.0% |
| All | +57.4% | +15.2% | +42.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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