-96.0%
INTJ price history and return analytics
+53.9%
-150.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.5% | -13.1% | -13.3% |
| 7D | -8.4% | +1.0% | -9.4% | -8.9% |
| 30D | -22.7% | -0.2% | -22.4% | -22.5% |
| 3M | -49.8% | +4.5% | -54.4% | -51.0% |
| 6M | -63.2% | +14.1% | -77.3% | -65.5% |
| YTD | -78.3% | +14.8% | -93.0% | -79.8% |
| 1Y | -76.9% | +21.2% | -98.1% | -79.4% |
| All | -96.0% | +53.9% | -150.0% | -96.9% |
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