+164.3%
INTC vs VTI
+74.4%
+89.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.4% |
| 7D | +9.4% | -2.0% | +11.5% | +13.7% |
| 30D | +2.7% | -1.9% | +4.6% | +6.7% |
| 3M | -6.3% | +4.5% | -10.8% | -12.4% |
| 6M | +114.5% | +12.6% | +101.9% | +79.0% |
| YTD | +171.9% | +12.0% | +159.9% | +129.9% |
| 1Y | +305.0% | +17.3% | +287.7% | +219.1% |
| All | +164.3% | +74.4% | +89.9% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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