+527.3%
INTT vs VT
+374.2%
+153.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +1.0% | +0.4% | +0.5% | +0.7% |
| 30D | -21.6% | +1.0% | -22.5% | -22.1% |
| 3M | -35.2% | +2.4% | -37.5% | -35.6% |
| 6M | -12.0% | +12.0% | -24.0% | -17.8% |
| YTD | +49.4% | +15.3% | +34.1% | +36.5% |
| 1Y | +56.7% | +22.6% | +34.2% | +37.3% |
| 3Y | -36.7% | +74.7% | -111.3% | -56.2% |
| 5Y | -10.9% | +66.1% | -77.0% | -35.1% |
| 10Y | +199.2% | +225.0% | -25.8% | +48.3% |
| All | +527.3% | +374.2% | +153.1% | +143.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling