+24.0%
INTC price history and return analytics
+58.0%
-33.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.2% |
| 7D | -4.0% | -0.1% | -3.9% | -3.5% |
| 30D | -44.5% | -3.1% | -41.4% | -40.3% |
| 3M | -40.4% | -3.5% | -36.9% | -35.2% |
| 6M | -53.5% | +0.5% | -53.9% | -51.6% |
| YTD | +57.5% | +10.8% | +46.8% | +42.4% |
| 1Y | +51.2% | +11.9% | +39.3% | +35.0% |
| 3Y | +51.6% | +73.0% | -21.4% | -23.7% |
| All | +24.0% | +58.0% | -33.9% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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