+483.5%
INTW vs VT
+35.7%
+447.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +8.9% | +9.0% |
| 7D | +13.8% | +0.4% | +13.3% | +11.6% |
| 30D | -13.0% | +1.0% | -14.0% | -15.8% |
| 3M | -40.6% | +2.4% | -43.0% | -39.8% |
| 6M | +191.8% | +12.0% | +179.8% | +124.1% |
| YTD | +287.9% | +15.3% | +272.6% | +172.2% |
| 1Y | +652.0% | +22.6% | +629.4% | +343.8% |
| All | +483.5% | +35.7% | +447.8% | +119.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling