+42.4%
INTA price history and return analytics
+71.9%
-29.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.8% |
| 7D | -5.6% | +1.0% | -6.6% | -6.7% |
| 30D | +5.6% | -0.2% | +5.9% | +6.0% |
| 3M | +64.6% | +4.5% | +60.0% | +54.4% |
| 6M | +43.3% | +14.1% | +29.3% | +18.0% |
| YTD | -13.0% | +14.8% | -27.8% | -29.3% |
| 1Y | -12.1% | +21.2% | -33.3% | -33.9% |
| 3Y | +12.7% | +76.6% | -63.8% | -48.9% |
| 5Y | +7.1% | +66.6% | -59.5% | -40.4% |
| All | +42.4% | +71.9% | -29.5% | -21.2% |
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