+809.0%
INTC vs VTR
+1,492.6%
-683.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.4% | +9.5% | +9.2% |
| 7D | +17.4% | -2.4% | +19.8% | +18.1% |
| 30D | +2.8% | -3.7% | +6.5% | +3.6% |
| 3M | -5.3% | +13.5% | -18.8% | -8.8% |
| 6M | +140.6% | +7.2% | +133.4% | +134.5% |
| YTD | +183.1% | +17.6% | +165.5% | +169.5% |
| 1Y | +326.8% | +35.4% | +291.4% | +291.4% |
| 3Y | +179.4% | +132.8% | +46.6% | +122.4% |
| 5Y | +111.7% | +88.7% | +23.1% | +75.9% |
| 10Y | +253.8% | +87.6% | +166.2% | +170.9% |
| All | +809.0% | +1,492.6% | -683.6% | +348.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 all: compounded portfolio wealth divided by compounded VTR 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…
all analysis · Full analysis span regression · 6 months rolling