+14.7%
INTR vs VT
+93.8%
-79.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | -3.7% | -2.3% | -1.4% | -1.2% |
| 30D | -46.2% | -5.0% | -41.3% | -43.2% |
| 3M | -32.5% | -4.9% | -27.6% | -28.7% |
| 6M | -50.8% | -1.5% | -49.2% | -49.9% |
| YTD | -53.9% | +8.5% | -62.4% | -57.5% |
| 1Y | -58.7% | +11.4% | -70.1% | -62.8% |
| 3Y | -12.9% | +70.1% | -82.9% | -47.8% |
| All | +14.7% | +93.8% | -79.2% | -41.3% |
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