+133.4%
INTG vs VOO
+817.1%
-683.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +17.2% | +0.1% | +17.1% | +17.2% |
| 3M | +8.0% | +2.0% | +6.0% | +7.8% |
| 6M | +12.1% | +13.0% | -0.9% | +10.8% |
| YTD | +27.4% | +13.6% | +13.8% | +25.8% |
| 1Y | +100.9% | +20.1% | +80.9% | +97.3% |
| 3Y | +6.4% | +77.6% | -71.2% | +0.9% |
| 5Y | -21.2% | +82.4% | -103.6% | -25.4% |
| 10Y | +47.0% | +316.8% | -269.8% | +24.3% |
| All | +133.4% | +817.1% | -683.7% | +105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling