+42.4%
INTA vs VOO
+92.4%
-50.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.7% |
| 7D | -5.6% | +0.5% | -6.1% | -6.2% |
| 30D | +5.6% | -0.9% | +6.6% | +7.1% |
| 3M | +64.6% | +3.9% | +60.7% | +55.8% |
| 6M | +43.3% | +14.5% | +28.8% | +17.9% |
| YTD | -13.0% | +13.0% | -26.0% | -26.8% |
| 1Y | -12.1% | +19.4% | -31.5% | -31.6% |
| 3Y | +12.7% | +78.9% | -66.1% | -48.1% |
| 5Y | +7.1% | +82.3% | -75.2% | -48.5% |
| All | +42.4% | +92.4% | -50.1% | -33.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling