+132.9%
INTF price history and return analytics
+210.6%
-77.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.3% | +2.4% | -0.1% | +0.2% |
| 30D | +0.9% | -1.5% | +2.4% | +2.2% |
| 3M | -4.1% | -4.1% | 0.0% | -0.5% |
| 6M | +1.8% | +0.6% | +1.3% | +1.2% |
| YTD | +11.8% | +11.0% | +0.7% | +1.7% |
| 1Y | +16.2% | +13.3% | +2.9% | +3.7% |
| 3Y | +76.8% | +73.4% | +3.4% | +7.2% |
| 5Y | +63.5% | +57.4% | +6.1% | +7.7% |
| 10Y | +152.1% | +221.7% | -69.6% | -12.0% |
| All | +132.9% | +210.6% | -77.7% | -17.1% |
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