-14.0%
INTG vs VT
+53.2%
-67.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +1.5% |
| 7D | -1.1% | -4.2% | +3.1% | -0.8% |
| 30D | +35.1% | -5.8% | +40.9% | +35.6% |
| 3M | +26.1% | -5.2% | +31.3% | +26.5% |
| 6M | -3.9% | +0.1% | -4.0% | -4.0% |
| YTD | +37.0% | +8.2% | +28.8% | +35.7% |
| 1Y | +9.5% | +10.1% | -0.7% | +8.1% |
| 3Y | +46.8% | +69.7% | -22.9% | +40.6% |
| 5Y | -14.0% | +53.4% | -67.4% | -14.6% |
| All | -14.0% | +53.2% | -67.2% | -14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling