-18.0%
INTA vs VOO
+18.2%
-36.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.5% |
| 7D | -10.7% | -0.8% | -10.0% | -10.4% |
| 30D | -5.8% | -1.1% | -4.7% | -5.3% |
| 3M | +60.5% | +3.9% | +56.6% | +57.8% |
| 6M | +46.9% | +13.6% | +33.3% | +38.1% |
| YTD | -18.7% | +12.7% | -31.5% | -22.1% |
| 1Y | -18.0% | +17.6% | -35.6% | -25.6% |
| All | -18.0% | +18.2% | -36.2% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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