+65.0%
INTC vs VT
+13.3%
+51.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.1% | +6.4% | +4.0% |
| 7D | +7.3% | -0.7% | +8.0% | +10.2% |
| 30D | -38.3% | -1.7% | -36.6% | -33.3% |
| 3M | -36.0% | -2.3% | -33.7% | -29.4% |
| 6M | -51.7% | +1.5% | -53.2% | -50.8% |
| YTD | +69.4% | +12.0% | +57.3% | +36.4% |
| 1Y | +65.0% | +12.9% | +52.1% | +30.7% |
| All | +65.0% | +13.3% | +51.7% | +30.7% |
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