+1.0%
INTA price history and return analytics
+63.7%
-62.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.5% |
| 7D | -11.8% | -2.0% | -9.8% | -9.5% |
| 30D | -4.7% | -1.4% | -3.3% | -2.9% |
| 3M | +59.6% | +4.7% | +54.9% | +49.3% |
| 6M | +49.4% | +11.4% | +38.1% | +26.7% |
| YTD | -17.0% | +13.1% | -30.0% | -31.4% |
| 1Y | -14.5% | +19.0% | -33.5% | -34.5% |
| 3Y | +7.6% | +73.9% | -66.4% | -51.0% |
| 5Y | +1.0% | +65.4% | -64.4% | -41.3% |
| All | +1.0% | +63.7% | -62.7% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling