-85.3%
INTZ price history and return analytics
+221.4%
-306.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.3% |
| 7D | -1.2% | +1.0% | -2.2% | -1.9% |
| 30D | +11.8% | -0.2% | +12.1% | +11.9% |
| 3M | +16.4% | +4.5% | +11.9% | +12.7% |
| 6M | -19.8% | +14.1% | -33.9% | -26.3% |
| YTD | -26.1% | +14.8% | -40.8% | -32.2% |
| 1Y | -48.8% | +21.2% | -70.0% | -54.3% |
| 3Y | -93.7% | +76.6% | -170.2% | -95.5% |
| 5Y | -99.2% | +66.6% | -165.7% | -99.4% |
| 10Y | -85.3% | +222.3% | -307.6% | -89.4% |
| All | -85.3% | +221.4% | -306.8% | -89.4% |
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