+68.5%
INTG price history and return analytics
+223.7%
-155.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.5% |
| 7D | -2.5% | +0.4% | -2.8% | -2.5% |
| 30D | +19.8% | -2.6% | +22.4% | +20.0% |
| 3M | +22.9% | -3.2% | +26.1% | +23.2% |
| 6M | +4.6% | +0.9% | +3.7% | +4.5% |
| YTD | +35.8% | +11.3% | +24.4% | +34.2% |
| 1Y | +6.9% | +14.0% | -7.1% | +5.5% |
| 3Y | +60.6% | +75.8% | -15.3% | +52.5% |
| 5Y | -17.1% | +57.8% | -74.9% | -20.5% |
| 10Y | +68.5% | +219.8% | -151.3% | +50.8% |
| All | +68.5% | +223.7% | -155.2% | +50.8% |
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