+103.2%
INTC vs VTV
+80.6%
+22.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +1.4% |
| 7D | +7.5% | -1.1% | +8.6% | +9.4% |
| 30D | +2.0% | -1.0% | +3.0% | +3.6% |
| 3M | -12.0% | +4.6% | -16.6% | -18.4% |
| 6M | +114.5% | +13.5% | +101.0% | +76.1% |
| YTD | +179.0% | +18.5% | +160.5% | +115.0% |
| 1Y | +318.3% | +22.9% | +295.4% | +204.7% |
| 3Y | +171.2% | +67.8% | +103.4% | +31.3% |
| All | +103.2% | +80.6% | +22.6% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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