-6.2%
INTT vs VT
+53.2%
-59.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -4.1% | -8.1% | -5.9% |
| 7D | -22.1% | -4.2% | -17.9% | -16.4% |
| 30D | -15.0% | -5.8% | -9.2% | -6.0% |
| 3M | -13.6% | -5.2% | -8.3% | -5.2% |
| 6M | -24.7% | +0.1% | -24.8% | -22.0% |
| YTD | +64.7% | +8.2% | +56.4% | +53.1% |
| 1Y | +47.3% | +10.1% | +37.2% | +34.2% |
| 3Y | -4.7% | +69.7% | -74.3% | -52.0% |
| 5Y | -6.2% | +53.4% | -59.6% | -38.0% |
| All | -6.2% | +53.2% | -59.4% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling