-83.2%
INTZ vs VT
+356.1%
-439.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.7% | -1.6% | -0.1% | -1.2% |
| 30D | -20.8% | -2.5% | -18.3% | -20.1% |
| 3M | -26.0% | -1.3% | -24.7% | -25.6% |
| 6M | -27.8% | +3.1% | -30.9% | -28.5% |
| YTD | -50.4% | +10.9% | -61.4% | -51.9% |
| 1Y | -69.2% | +12.1% | -81.3% | -70.1% |
| 3Y | -91.4% | +73.9% | -165.3% | -92.6% |
| 5Y | -99.4% | +58.0% | -157.3% | -99.4% |
| 10Y | -93.7% | +225.5% | -319.1% | -95.1% |
| All | -83.2% | +356.1% | -439.3% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling