-94.7%
INTZ vs VT
+231.8%
-326.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.7% | -17.5% | -16.9% |
| 7D | -26.2% | -0.3% | -25.9% | -26.1% |
| 30D | -30.4% | -1.4% | -29.0% | -29.9% |
| 3M | -37.7% | -1.4% | -36.3% | -37.2% |
| 6M | -37.7% | +5.5% | -43.1% | -39.8% |
| YTD | -58.3% | +12.8% | -71.1% | -61.1% |
| 1Y | -73.0% | +15.4% | -88.5% | -75.1% |
| 3Y | -92.7% | +76.9% | -169.6% | -94.7% |
| 5Y | -99.4% | +60.4% | -159.8% | -99.6% |
| 10Y | -94.7% | +232.8% | -327.4% | -75.9% |
| All | -94.7% | +231.8% | -326.5% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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