+47.9%
INTR price history and return analytics
+74.2%
-26.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.3% |
| 7D | +0.9% | -1.1% | +2.0% | +2.3% |
| 30D | +13.1% | -1.0% | +14.1% | +14.5% |
| 3M | 0.0% | +3.2% | -3.2% | -4.1% |
| 6M | -33.4% | +12.5% | -45.9% | -42.7% |
| YTD | -31.8% | +14.1% | -45.9% | -42.0% |
| 1Y | -35.6% | +18.9% | -54.5% | -47.6% |
| 3Y | +47.9% | +74.1% | -26.2% | -21.3% |
| All | +47.9% | +74.2% | -26.3% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling