+305.0%
INTC vs VUG
+11.8%
+293.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.0% | -4.5% |
| 7D | +9.4% | -1.9% | +11.3% | +13.5% |
| 30D | +2.7% | -1.6% | +4.2% | +6.0% |
| 3M | -6.3% | +4.4% | -10.7% | -12.1% |
| 6M | +114.5% | +13.2% | +101.3% | +77.3% |
| YTD | +171.9% | +7.5% | +164.4% | +140.3% |
| 1Y | +305.0% | +12.5% | +292.5% | +278.1% |
| All | +305.0% | +11.8% | +293.2% | +278.1% |
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