-73.8%
INTS vs VT
+15.2%
-89.0%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.8% | +1.8% |
| 7D | +3.6% | -0.3% | +3.9% | +3.8% |
| 30D | +1.4% | -1.4% | +2.9% | +2.9% |
| 3M | -16.3% | -1.4% | -14.9% | -15.4% |
| 6M | -32.7% | +5.5% | -38.2% | -38.4% |
| YTD | -65.9% | +12.8% | -78.7% | -74.0% |
| 1Y | -73.8% | +15.4% | -89.3% | -81.4% |
| All | -73.8% | +15.2% | -89.0% | -81.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling