-74.2%
INTS vs VT
+11.9%
-86.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.3% |
| 7D | +2.7% | +2.4% | +0.3% | +0.2% |
| 30D | -9.9% | -1.5% | -8.4% | -8.2% |
| 3M | -23.0% | -4.1% | -18.9% | -19.4% |
| 6M | -35.4% | +0.6% | -36.0% | -36.1% |
| YTD | -70.0% | +11.0% | -81.0% | -76.3% |
| 1Y | -74.2% | +13.3% | -87.6% | -81.7% |
| All | -74.2% | +11.9% | -86.1% | -81.7% |
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 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