-24.6%
INTW vs VT
+10.7%
-35.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.0% | -4.1% | -16.9% | +3.7% |
| 7D | -73.8% | -4.2% | -69.7% | -61.7% |
| 30D | -83.0% | -5.8% | -77.2% | -72.0% |
| 3M | -80.7% | -5.2% | -75.5% | -68.6% |
| 6M | -86.7% | +0.1% | -86.8% | -81.1% |
| YTD | -14.0% | +8.2% | -22.2% | -11.8% |
| 1Y | -24.6% | +10.1% | -34.7% | -28.0% |
| All | -24.6% | +10.7% | -35.3% | -28.0% |
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 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