+8.9%
INTT vs VT
+69.7%
-60.9%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.3% |
| 7D | -6.4% | -2.3% | -4.1% | -2.3% |
| 30D | -8.7% | -5.0% | -3.7% | +0.4% |
| 3M | -6.4% | -4.9% | -1.6% | +2.8% |
| 6M | -23.2% | -1.5% | -21.7% | -18.2% |
| YTD | +79.0% | +8.5% | +70.5% | +66.9% |
| 1Y | +73.2% | +11.4% | +61.8% | +56.3% |
| 3Y | +8.9% | +70.1% | -61.2% | -43.9% |
| All | +8.9% | +69.7% | -60.9% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling