+495.9%
INTC vs VTV
+715.1%
-219.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.8% | +9.9% | +9.9% |
| 7D | +17.4% | +0.3% | +17.1% | +16.9% |
| 30D | +2.8% | +0.1% | +2.6% | +2.5% |
| 3M | -5.3% | +6.2% | -11.5% | -11.2% |
| 6M | +140.6% | +13.5% | +127.1% | +111.7% |
| YTD | +183.1% | +18.9% | +164.3% | +138.0% |
| 1Y | +326.8% | +25.8% | +301.0% | +238.0% |
| 3Y | +179.4% | +68.7% | +110.7% | +68.1% |
| 5Y | +111.7% | +80.3% | +31.4% | +20.9% |
| 10Y | +253.8% | +226.3% | +27.5% | +14.7% |
| All | +495.9% | +715.1% | -219.2% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling