-96.4%
INTJ vs VT
+45.2%
-141.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.3% | -4.1% | -15.3% | -16.8% |
| 7D | -16.7% | -4.2% | -12.5% | -14.0% |
| 30D | -16.1% | -5.8% | -10.3% | -12.7% |
| 3M | -11.1% | -5.2% | -5.9% | -7.7% |
| 6M | -74.9% | +0.1% | -75.0% | -74.6% |
| YTD | -80.0% | +8.2% | -88.2% | -80.7% |
| 1Y | -79.3% | +10.1% | -89.4% | -80.3% |
| All | -96.4% | +45.2% | -141.5% | -97.1% |
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