-86.6%
INTZ vs VOO
+316.2%
-402.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.8% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +1.3% | +0.1% | +1.2% | +1.3% |
| 3M | -1.3% | +2.0% | -3.3% | -2.4% |
| 6M | -26.4% | +13.0% | -39.4% | -31.0% |
| YTD | -32.2% | +13.6% | -45.8% | -36.5% |
| 1Y | -53.3% | +20.1% | -73.4% | -57.3% |
| 3Y | -95.2% | +77.6% | -172.7% | -96.4% |
| 5Y | -99.1% | +82.4% | -181.6% | -99.4% |
| All | -86.6% | +316.2% | -402.7% | -91.7% |
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