-99.5%
INTZ vs VOO
+72.6%
-172.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.1% | -0.4% | -23.7% | -23.8% |
| 7D | -36.9% | +2.6% | -39.5% | -38.0% |
| 30D | -36.9% | -2.0% | -34.9% | -36.7% |
| 3M | -38.8% | -2.8% | -36.0% | -38.1% |
| 6M | -46.1% | +2.2% | -48.2% | -47.4% |
| YTD | -64.3% | +11.5% | -75.9% | -67.2% |
| 1Y | -70.7% | +13.5% | -84.2% | -73.3% |
| 3Y | -95.1% | +78.1% | -173.2% | -96.9% |
| All | -99.5% | +72.6% | -172.1% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling