+64.4%
INTL vs VT
+89.4%
-25.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +0.3% |
| 7D | +0.2% | -0.3% | +0.5% | +0.5% |
| 30D | -3.3% | -1.4% | -1.8% | -1.9% |
| 3M | -3.6% | -1.4% | -2.2% | -2.2% |
| 6M | +0.5% | +5.5% | -5.0% | -4.4% |
| YTD | +8.1% | +12.8% | -4.7% | -3.3% |
| 1Y | +11.3% | +15.4% | -4.1% | -2.5% |
| 3Y | +59.1% | +76.9% | -17.8% | -8.0% |
| All | +64.4% | +89.4% | -25.1% | -9.7% |
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