-94.0%
INTZ price history and return analytics
+222.7%
-316.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.6% | -7.9% | -8.1% |
| 7D | -12.9% | +2.9% | -15.8% | -14.6% |
| 30D | -16.9% | -2.5% | -14.4% | -16.5% |
| 3M | -18.2% | -3.3% | -14.9% | -17.2% |
| 6M | -27.0% | +1.5% | -28.6% | -28.5% |
| YTD | -53.0% | +11.4% | -64.4% | -56.3% |
| 1Y | -66.5% | +11.9% | -78.4% | -68.8% |
| 3Y | -94.4% | +73.9% | -168.3% | -95.9% |
| 5Y | -99.4% | +57.9% | -157.3% | -99.5% |
| All | -94.0% | +222.7% | -316.7% | -65.5% |
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