+103.2%
INTC vs VTI
+74.4%
+28.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.3% |
| 7D | +7.5% | -0.9% | +8.4% | +8.9% |
| 30D | +2.0% | -1.4% | +3.4% | +4.3% |
| 3M | -12.0% | +3.6% | -15.6% | -15.6% |
| 6M | +114.5% | +13.6% | +100.9% | +83.0% |
| YTD | +179.0% | +12.9% | +166.1% | +141.0% |
| 1Y | +318.3% | +17.2% | +301.1% | +245.3% |
| 3Y | +171.2% | +75.7% | +95.5% | +37.7% |
| All | +103.2% | +74.4% | +28.9% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling