+56.2%
INTA vs VT
+62.5%
-6.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +3.6% | -2.3% | +5.9% | +6.3% |
| 30D | +16.3% | -5.0% | +21.2% | +22.9% |
| 3M | +20.3% | -4.9% | +25.1% | +26.9% |
| 6M | +89.5% | -1.5% | +91.1% | +89.4% |
| YTD | -4.6% | +8.5% | -13.1% | -17.6% |
| 1Y | +13.3% | +11.4% | +1.9% | -5.8% |
| 3Y | +28.1% | +70.1% | -42.0% | -39.9% |
| 5Y | +45.8% | +53.7% | -7.9% | -7.3% |
| All | +56.2% | +62.5% | -6.3% | -8.2% |
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