+70.1%
INTG vs VT
+217.6%
-147.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.0% |
| 7D | -0.7% | -0.1% | -0.5% | -0.7% |
| 30D | +21.0% | -3.1% | +24.0% | +21.2% |
| 3M | +21.5% | -3.5% | +25.0% | +21.8% |
| 6M | +5.6% | +0.5% | +5.2% | +5.5% |
| YTD | +37.1% | +10.8% | +26.3% | +35.6% |
| 1Y | +5.5% | +11.9% | -6.4% | +4.2% |
| 3Y | +64.9% | +73.0% | -8.1% | +56.7% |
| 5Y | -16.5% | +58.6% | -75.1% | -20.0% |
| 10Y | +70.1% | +219.2% | -149.1% | +52.6% |
| All | +70.1% | +217.6% | -147.5% | +52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling