+50.3%
INTC vs VT
+69.7%
-19.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.5% | +7.2% |
| 7D | -14.4% | -2.3% | -12.1% | -9.5% |
| 30D | -50.2% | -5.0% | -45.3% | -43.1% |
| 3M | -43.6% | -4.9% | -38.7% | -35.3% |
| 6M | -50.2% | -1.5% | -48.7% | -45.4% |
| YTD | +52.5% | +8.5% | +44.0% | +39.8% |
| 1Y | +51.1% | +11.4% | +39.8% | +32.1% |
| 3Y | +50.3% | +70.1% | -19.8% | -33.7% |
| All | +50.3% | +69.7% | -19.5% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling