+17.7%
INTC vs VT
+53.4%
-35.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.5% | +7.3% |
| 7D | -14.4% | -2.3% | -12.1% | -10.6% |
| 30D | -50.2% | -5.0% | -45.3% | -44.7% |
| 3M | -43.6% | -4.9% | -38.7% | -37.2% |
| 6M | -50.2% | -1.5% | -48.7% | -46.3% |
| YTD | +52.5% | +8.5% | +44.0% | +42.9% |
| 1Y | +51.1% | +11.4% | +39.8% | +36.5% |
| 3Y | +50.3% | +70.1% | -19.8% | -21.9% |
| All | +17.7% | +53.4% | -35.7% | -30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling