-97.2%
INTS vs VT
+77.2%
-174.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -3.5% | +0.4% | -4.0% | -3.6% |
| 30D | -2.4% | +1.0% | -3.4% | -2.4% |
| 3M | +2.8% | +2.4% | +0.4% | +2.7% |
| 6M | -46.8% | +12.0% | -58.8% | -47.3% |
| YTD | -60.0% | +15.3% | -75.3% | -60.2% |
| 1Y | -40.4% | +22.6% | -62.9% | -42.1% |
| 3Y | -97.1% | +74.7% | -171.8% | -97.8% |
| All | -97.2% | +77.2% | -174.5% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling