+66.1%
INTA vs VT
+57.0%
+9.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +5.6% | +2.4% | +3.2% | +2.8% |
| 30D | +16.7% | -1.5% | +18.2% | +18.2% |
| 3M | +12.5% | -4.1% | +16.7% | +17.5% |
| 6M | +114.8% | +0.6% | +114.2% | +109.6% |
| YTD | +0.7% | +11.0% | -10.3% | -15.0% |
| 1Y | +9.2% | +13.3% | -4.2% | -10.5% |
| 3Y | +16.7% | +73.4% | -56.7% | -45.3% |
| All | +66.1% | +57.0% | +9.1% | +8.4% |
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