+63.7%
INTW vs VT
+32.7%
+31.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.7% | -9.1% | -15.2% |
| 7D | -69.2% | -0.3% | -68.9% | -66.1% |
| 30D | -79.9% | -1.4% | -78.5% | -76.4% |
| 3M | -75.6% | -1.4% | -74.2% | -70.7% |
| 6M | -78.7% | +5.5% | -84.2% | -77.7% |
| YTD | +8.8% | +12.8% | -4.0% | -6.1% |
| 1Y | +2.2% | +15.4% | -13.3% | -17.0% |
| All | +63.7% | +32.7% | +31.0% | -24.1% |
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 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