+58.9%
INTW price history and return analytics
+30.3%
+28.6%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -2.2% |
| 7D | -10.1% | -0.1% | -10.0% | -7.9% |
| 30D | -75.8% | -3.1% | -72.7% | -68.3% |
| 3M | -74.5% | -3.5% | -71.0% | -65.3% |
| 6M | -87.5% | +0.5% | -87.9% | -83.8% |
| YTD | +5.7% | +10.8% | -5.1% | +2.0% |
| 1Y | -7.4% | +11.9% | -19.3% | -12.4% |
| All | +58.9% | +30.3% | +28.6% | -17.5% |
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