+269.0%
INTT vs VT
+222.7%
+46.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.6% |
| 7D | +20.0% | +2.9% | +17.1% | +16.2% |
| 30D | +1.8% | -2.5% | +4.3% | +5.6% |
| 3M | +6.0% | -3.3% | +9.4% | +11.1% |
| 6M | -11.5% | +1.5% | -13.0% | -10.6% |
| YTD | +97.6% | +11.4% | +86.2% | +81.4% |
| 1Y | +77.0% | +11.9% | +65.1% | +61.9% |
| 3Y | +21.9% | +73.9% | -52.0% | -28.0% |
| 5Y | -4.7% | +57.9% | -62.5% | -37.3% |
| All | +269.0% | +222.7% | +46.3% | +37.6% |
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