+39.5%
INTC vs VT
+69.4%
-29.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.1% | -6.3% | -1.0% |
| 7D | -43.2% | -4.2% | -39.1% | -36.5% |
| 30D | -53.6% | -5.8% | -47.8% | -45.8% |
| 3M | -48.3% | -5.2% | -43.1% | -40.2% |
| 6M | -51.7% | +0.1% | -51.8% | -48.7% |
| YTD | +41.6% | +8.2% | +33.4% | +30.4% |
| 1Y | +36.1% | +10.1% | +26.0% | +21.7% |
| All | +39.5% | +69.4% | -29.8% | -38.2% |
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