-95.5%
INTJ vs VT
+51.3%
-146.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.7% | +5.3% | +6.1% |
| 7D | -2.5% | -0.3% | -2.2% | -2.4% |
| 30D | +4.0% | -1.4% | +5.5% | +4.7% |
| 3M | +19.0% | -1.4% | +20.4% | +19.9% |
| 6M | -71.0% | +5.5% | -76.4% | -71.7% |
| YTD | -75.2% | +12.8% | -88.0% | -76.8% |
| 1Y | -72.6% | +15.4% | -88.0% | -74.7% |
| All | -95.5% | +51.3% | -146.8% | -96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling