+289.3%
INTC vs VUG
+15.8%
+273.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +5.5% |
| 7D | +7.1% | -0.1% | +7.2% | +7.2% |
| 30D | -5.2% | -0.3% | -4.9% | -4.4% |
| 3M | -14.3% | -0.7% | -13.6% | -11.9% |
| 6M | +110.2% | +14.6% | +95.6% | +69.8% |
| YTD | +159.6% | +9.0% | +150.6% | +123.3% |
| 1Y | +289.3% | +14.9% | +274.4% | +257.9% |
| All | +289.3% | +15.8% | +273.5% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling