+49.0%
INTA vs VT
+72.8%
-23.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -4.0% | +0.4% | -4.5% | -4.5% |
| 30D | +12.9% | +1.0% | +11.9% | +11.6% |
| 3M | +71.0% | +2.4% | +68.6% | +64.6% |
| 6M | +53.1% | +12.0% | +41.1% | +29.3% |
| YTD | -9.0% | +15.3% | -24.3% | -26.4% |
| 1Y | -7.8% | +22.6% | -30.4% | -31.7% |
| 3Y | +12.9% | +74.7% | -61.7% | -48.0% |
| 5Y | +7.8% | +66.1% | -58.4% | -40.3% |
| All | +49.0% | +72.8% | -23.8% | -18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling