+116.0%
INTC vs VUG
+75.3%
+40.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.3% |
| 7D | +18.0% | +0.1% | +17.9% | +17.8% |
| 30D | +8.9% | -1.7% | +10.6% | +11.1% |
| 3M | -1.6% | +2.8% | -4.4% | -3.4% |
| 6M | +133.1% | +13.6% | +119.5% | +108.2% |
| YTD | +187.9% | +8.1% | +179.8% | +170.6% |
| 1Y | +334.7% | +13.1% | +321.6% | +292.3% |
| 3Y | +184.2% | +87.0% | +97.2% | +59.8% |
| 5Y | +116.0% | +76.0% | +40.0% | +21.9% |
| All | +116.0% | +75.3% | +40.7% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling