+104.1%
INTG vs VOO
+18.9%
+85.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.5% | +7.3% | +6.6% |
| 7D | +11.2% | -0.4% | +11.6% | +11.1% |
| 30D | +21.2% | -1.4% | +22.6% | +20.5% |
| 3M | +19.2% | +3.7% | +15.5% | +21.1% |
| 6M | +2.2% | +13.0% | -10.9% | +8.0% |
| YTD | +36.7% | +12.4% | +24.2% | +44.2% |
| 1Y | +104.1% | +18.6% | +85.5% | +121.2% |
| All | +104.1% | +18.9% | +85.2% | +121.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling