+82.1%
INTG vs VOO
+309.6%
-227.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.1% |
| 7D | +8.0% | +2.6% | +5.4% | +7.8% |
| 30D | +28.1% | -2.0% | +30.1% | +28.3% |
| 3M | +18.7% | -2.8% | +21.5% | +18.9% |
| 6M | +7.2% | +2.2% | +5.1% | +7.0% |
| YTD | +47.1% | +11.5% | +35.5% | +45.7% |
| 1Y | +22.8% | +13.5% | +9.3% | +21.4% |
| 3Y | +81.4% | +78.1% | +3.4% | +74.1% |
| 5Y | -10.0% | +73.1% | -83.1% | -13.2% |
| All | +82.1% | +309.6% | -227.6% | +68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling