-77.1%
INTZ vs VT
+374.2%
-451.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -6.0% | -6.0% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +1.3% | +1.0% | +0.3% | +0.9% |
| 3M | -1.3% | +2.4% | -3.6% | -2.1% |
| 6M | -26.4% | +12.0% | -38.4% | -29.0% |
| YTD | -32.2% | +15.3% | -47.5% | -35.1% |
| 1Y | -53.3% | +22.6% | -75.9% | -56.0% |
| 3Y | -95.2% | +74.7% | -169.9% | -95.9% |
| 5Y | -99.1% | +66.1% | -165.3% | -99.2% |
| 10Y | -86.1% | +225.0% | -311.1% | -89.4% |
| All | -77.1% | +374.2% | -451.2% | -88.6% |
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