+235.1%
INTT vs VT
+215.5%
+19.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.4% |
| 7D | -6.4% | -2.3% | -4.1% | -3.6% |
| 30D | -8.7% | -5.0% | -3.7% | -2.5% |
| 3M | -6.4% | -4.9% | -1.6% | -0.1% |
| 6M | -23.2% | -1.5% | -21.7% | -19.6% |
| YTD | +79.0% | +8.5% | +70.5% | +69.4% |
| 1Y | +73.2% | +11.4% | +61.8% | +59.8% |
| 3Y | +8.9% | +70.1% | -61.2% | -34.0% |
| 5Y | +1.9% | +53.7% | -51.8% | -30.9% |
| All | +235.1% | +215.5% | +19.6% | +32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling