-96.5%
INTJ price history and return analytics
+49.3%
-145.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.6% | -8.7% | -7.7% |
| 7D | -25.8% | +0.4% | -26.2% | -25.5% |
| 30D | -21.5% | -2.6% | -18.9% | -20.0% |
| 3M | -31.9% | -3.2% | -28.6% | -30.3% |
| 6M | -76.5% | +0.9% | -77.5% | -76.5% |
| YTD | -80.8% | +11.3% | -92.1% | -81.8% |
| 1Y | -79.0% | +14.0% | -93.0% | -80.5% |
| All | -96.5% | +49.3% | -145.8% | -97.2% |
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