-97.3%
INTS price history and return analytics
+76.3%
-173.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +0.5% | +1.0% | -0.5% | +0.4% |
| 30D | -1.7% | -0.2% | -1.4% | -1.7% |
| 3M | +8.2% | +4.5% | +3.7% | +7.9% |
| 6M | -48.6% | +14.1% | -62.6% | -48.9% |
| YTD | -60.1% | +14.8% | -74.9% | -60.3% |
| 1Y | -43.8% | +21.2% | -65.0% | -45.2% |
| 3Y | -96.8% | +76.6% | -173.3% | -97.6% |
| All | -97.3% | +76.3% | -173.6% | -98.0% |
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