-5.0%
INTT price history and return analytics
+59.8%
-64.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +2.5% |
| 7D | +3.5% | -0.7% | +4.2% | +5.2% |
| 30D | +0.3% | -1.7% | +2.0% | +4.0% |
| 3M | +8.5% | -2.3% | +10.8% | +13.5% |
| 6M | -17.4% | +1.5% | -19.0% | -16.6% |
| YTD | +94.0% | +12.0% | +81.9% | +71.1% |
| 1Y | +79.3% | +12.9% | +66.5% | +56.9% |
| 3Y | +19.7% | +74.9% | -55.3% | -42.4% |
| 5Y | -5.0% | +59.9% | -64.9% | -41.9% |
| All | -5.0% | +59.8% | -64.7% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling