+73.2%
INTT vs VT
+10.5%
+62.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.1% |
| 7D | -6.4% | -2.3% | -4.1% | -0.6% |
| 30D | -8.7% | -5.0% | -3.7% | +4.4% |
| 3M | -6.4% | -4.9% | -1.6% | +6.7% |
| 6M | -23.2% | -1.5% | -21.7% | -16.4% |
| YTD | +79.0% | +8.5% | +70.5% | +61.4% |
| 1Y | +73.2% | +11.4% | +61.8% | +46.9% |
| All | +73.2% | +10.5% | +62.7% | +46.9% |
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 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