+63.9%
INTA vs VT
+66.8%
-2.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +4.1% | +2.9% | +1.2% | +0.6% |
| 30D | +15.8% | -2.5% | +18.3% | +18.7% |
| 3M | +16.1% | -3.3% | +19.4% | +20.2% |
| 6M | +101.6% | +1.5% | +100.0% | +94.1% |
| YTD | +0.2% | +11.4% | -11.2% | -16.1% |
| 1Y | +7.8% | +11.9% | -4.1% | -10.4% |
| 3Y | +18.7% | +73.9% | -55.2% | -45.7% |
| 5Y | +45.0% | +57.9% | -12.9% | -10.8% |
| All | +63.9% | +66.8% | -2.9% | -6.6% |
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