-72.9%
INTZ vs VT
+15.4%
-88.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.7% | -17.5% | -18.5% |
| 7D | -26.2% | -0.3% | -25.9% | -26.0% |
| 30D | -30.4% | -1.4% | -29.0% | -28.9% |
| 3M | -37.7% | -1.4% | -36.3% | -36.4% |
| 6M | -37.7% | +5.5% | -43.1% | -44.8% |
| YTD | -58.3% | +12.8% | -71.1% | -67.8% |
| All | -72.9% | +15.4% | -88.3% | -80.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling