-97.3%
INTS vs VOO
+78.7%
-176.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.4% |
| 7D | +1.0% | -2.0% | +3.0% | +0.7% |
| 30D | -3.8% | -1.7% | -2.1% | -4.0% |
| 3M | +8.0% | +4.7% | +3.3% | +8.8% |
| 6M | -47.7% | +12.6% | -60.2% | -46.7% |
| YTD | -60.6% | +11.8% | -72.3% | -59.9% |
| 1Y | -36.9% | +17.5% | -54.4% | -36.9% |
| 3Y | -96.8% | +77.0% | -173.8% | -97.6% |
| All | -97.3% | +78.7% | -176.0% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling