-7.3%
INTW vs VT
+10.5%
-17.8%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +0.2% | +15.5% | +14.3% |
| 7D | -28.3% | -2.3% | -26.0% | -16.9% |
| 30D | -80.5% | -5.0% | -75.6% | -69.4% |
| 3M | -77.1% | -4.9% | -72.2% | -63.5% |
| 6M | -85.9% | -1.5% | -84.3% | -78.5% |
| YTD | -0.4% | +8.5% | -8.9% | +1.2% |
| 1Y | -7.3% | +11.4% | -18.7% | -16.2% |
| All | -7.3% | +10.5% | -17.8% | -16.2% |
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