+47.7%
INTG vs VOO
+314.0%
-266.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +4.9% | +0.5% | +4.4% | +4.9% |
| 30D | +15.8% | -0.9% | +16.8% | +15.9% |
| 3M | +10.3% | +3.9% | +6.4% | +9.9% |
| 6M | -0.3% | +14.5% | -14.9% | -1.4% |
| YTD | +28.0% | +13.0% | +15.0% | +26.7% |
| 1Y | +97.9% | +19.4% | +78.4% | +94.9% |
| 3Y | +10.6% | +78.9% | -68.3% | +6.1% |
| 5Y | -20.7% | +82.3% | -103.0% | -23.8% |
| 10Y | +47.7% | +314.2% | -266.5% | +33.7% |
| All | +47.7% | +314.0% | -266.3% | +33.7% |
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