+127.3%
INTG price history and return analytics
+346.0%
-218.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -3.5% | -2.3% | -1.2% | -3.3% |
| 30D | +24.6% | -5.0% | +29.5% | +25.3% |
| 3M | +27.4% | -4.9% | +32.3% | +28.1% |
| 6M | -1.7% | -1.5% | -0.1% | -1.6% |
| YTD | +36.2% | +8.5% | +27.7% | +34.5% |
| 1Y | +6.5% | +11.4% | -4.8% | +4.8% |
| 3Y | +44.3% | +70.1% | -25.7% | +34.3% |
| 5Y | -14.5% | +53.7% | -68.2% | -19.7% |
| 10Y | +71.9% | +220.0% | -148.0% | +43.0% |
| All | +127.3% | +346.0% | -218.7% | +65.5% |
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