-92.8%
INTZ vs VOO
+309.9%
-402.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.3% | +4.5% | +4.7% |
| 7D | +12.1% | -2.7% | +14.8% | +12.8% |
| 30D | -7.1% | -5.4% | -1.8% | -5.1% |
| 3M | -14.5% | -4.1% | -10.4% | -13.2% |
| 6M | -17.7% | +0.7% | -18.5% | -18.6% |
| YTD | -43.5% | +8.7% | -52.2% | -46.1% |
| 1Y | -62.2% | +11.0% | -73.2% | -64.2% |
| 3Y | -89.5% | +75.5% | -165.0% | -92.2% |
| 5Y | -99.2% | +68.4% | -167.5% | -99.4% |
| All | -92.8% | +309.9% | -402.7% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling