-96.4%
INTZ vs VOO
+817.1%
-913.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.9% |
| 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% | -1.7% |
| 6M | -26.4% | +13.0% | -39.4% | -28.1% |
| YTD | -32.2% | +13.6% | -45.8% | -33.7% |
| 1Y | -53.3% | +20.1% | -73.4% | -54.7% |
| 3Y | -95.2% | +77.6% | -172.7% | -95.6% |
| 5Y | -99.1% | +82.4% | -181.6% | -99.2% |
| 10Y | -86.1% | +316.8% | -402.9% | -84.4% |
| All | -96.4% | +817.1% | -913.5% | -93.9% |
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