+2.2%
INTW vs VT
+15.2%
-13.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.7% | -9.1% | -17.9% |
| 7D | -69.2% | -0.3% | -68.9% | -65.1% |
| 30D | -79.9% | -1.4% | -78.5% | -75.3% |
| 3M | -75.6% | -1.4% | -74.2% | -69.3% |
| 6M | -78.7% | +5.5% | -84.2% | -77.9% |
| YTD | +8.8% | +12.8% | -4.0% | -15.1% |
| 1Y | +2.2% | +15.4% | -13.3% | -28.1% |
| All | +2.2% | +15.2% | -13.0% | -28.1% |
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