-97.2%
INTZ vs VOO
+775.2%
-872.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.2% | -4.4% | +33.5% | +30.0% |
| 7D | +5.1% | -4.7% | +9.8% | +5.8% |
| 30D | -12.7% | -5.9% | -6.8% | -11.9% |
| 3M | -19.5% | -4.5% | -15.0% | -19.0% |
| 6M | -16.2% | +1.9% | -18.1% | -16.7% |
| YTD | -46.1% | +8.4% | -54.5% | -47.0% |
| 1Y | -65.0% | +9.5% | -74.4% | -65.6% |
| 3Y | -90.6% | +75.3% | -165.9% | -91.5% |
| 5Y | -99.2% | +67.9% | -167.0% | -99.3% |
| 10Y | -93.1% | +314.4% | -407.6% | -92.0% |
| All | -97.2% | +775.2% | -872.4% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling