+74.6%
INTL vs VT
+93.7%
-19.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | +2.3% | +1.0% | +1.3% | +1.3% |
| 3M | +3.0% | +2.4% | +0.6% | +0.7% |
| 6M | +9.3% | +12.0% | -2.7% | -1.8% |
| YTD | +14.8% | +15.3% | -0.5% | +0.4% |
| 1Y | +23.0% | +22.6% | +0.4% | +1.6% |
| 3Y | +64.5% | +74.7% | -10.1% | -3.7% |
| All | +74.6% | +93.7% | -19.1% | -6.2% |
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