-33.4%
INTR price history and return analytics
+14.6%
-48.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.5% |
| 7D | -6.8% | -0.1% | -6.7% | -6.6% |
| 30D | +2.4% | -0.7% | +3.1% | +3.5% |
| 3M | -3.4% | +4.0% | -7.3% | -9.7% |
| 6M | -33.4% | +12.3% | -45.7% | -46.7% |
| All | -33.4% | +14.6% | -48.0% | -46.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling