+71.7%
INTR vs VOO
+112.9%
-41.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +6.1% |
| 7D | -0.3% | -2.0% | +1.6% | +1.6% |
| 30D | +11.2% | -1.7% | +12.8% | +13.0% |
| 3M | +4.0% | +4.7% | -0.8% | -0.7% |
| 6M | -33.1% | +12.6% | -45.7% | -40.3% |
| YTD | -31.0% | +11.8% | -42.7% | -37.8% |
| 1Y | -33.5% | +17.5% | -51.0% | -42.6% |
| 3Y | +58.1% | +77.0% | -18.9% | -5.6% |
| All | +71.7% | +112.9% | -41.2% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling