+82.1%
INTG price history and return analytics
+221.8%
-139.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.1% |
| 7D | +8.0% | +2.4% | +5.6% | +7.8% |
| 30D | +28.1% | -1.5% | +29.6% | +28.2% |
| 3M | +18.7% | -4.1% | +22.8% | +19.1% |
| 6M | +7.2% | +0.6% | +6.7% | +7.1% |
| YTD | +47.1% | +11.0% | +36.0% | +45.4% |
| 1Y | +22.8% | +13.3% | +9.4% | +21.1% |
| 3Y | +81.4% | +73.4% | +8.0% | +72.5% |
| 5Y | -10.0% | +57.4% | -67.4% | -13.6% |
| All | +82.1% | +221.8% | -139.7% | +66.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling