+80.7%
INTT vs VT
+11.9%
+68.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.3% | -6.7% | -6.3% |
| 7D | +2.7% | +2.4% | +0.3% | -2.7% |
| 30D | +4.6% | -1.5% | +6.2% | +9.5% |
| 3M | +1.0% | -4.1% | +5.2% | +12.6% |
| 6M | -27.0% | +0.6% | -27.6% | -24.6% |
| YTD | +83.8% | +11.0% | +72.8% | +61.7% |
| 1Y | +80.7% | +13.3% | +67.3% | +53.8% |
| All | +80.7% | +11.9% | +68.7% | +53.8% |
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