+243.2%
INTT price history and return analytics
+221.8%
+21.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.3% | -6.7% | -6.6% |
| 7D | +2.7% | +2.4% | +0.3% | 0.0% |
| 30D | +4.6% | -1.5% | +6.2% | +7.2% |
| 3M | +1.0% | -4.1% | +5.2% | +6.9% |
| 6M | -27.0% | +0.6% | -27.6% | -25.6% |
| YTD | +83.8% | +11.0% | +72.8% | +69.4% |
| 1Y | +80.7% | +13.3% | +67.3% | +62.9% |
| 3Y | +13.9% | +73.4% | -59.5% | -32.4% |
| 5Y | -11.3% | +57.4% | -68.7% | -41.5% |
| All | +243.2% | +221.8% | +21.5% | +28.5% |
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