-62.2%
INTZ vs VOO
+9.9%
-72.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.3% | +4.5% | +4.6% |
| 7D | +12.1% | -2.7% | +14.8% | +11.6% |
| 30D | -7.1% | -5.4% | -1.8% | -2.3% |
| 3M | -14.5% | -4.1% | -10.4% | -12.5% |
| 6M | -17.7% | +0.7% | -18.5% | -24.6% |
| YTD | -43.5% | +8.7% | -52.2% | -55.1% |
| 1Y | -62.2% | +11.0% | -73.2% | -72.4% |
| All | -62.2% | +9.9% | -72.1% | -72.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling