-95.4%
INTZ price history and return analytics
+221.8%
-317.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.1% | -0.3% | -23.8% | -23.9% |
| 7D | -36.9% | +2.4% | -39.3% | -37.9% |
| 30D | -36.9% | -1.5% | -35.4% | -37.0% |
| 3M | -38.8% | -4.1% | -34.7% | -37.7% |
| 6M | -46.1% | +0.6% | -46.6% | -46.8% |
| YTD | -64.3% | +11.0% | -75.4% | -66.7% |
| 1Y | -70.7% | +13.3% | -84.1% | -73.0% |
| 3Y | -95.1% | +73.4% | -168.5% | -96.5% |
| 5Y | -99.5% | +57.4% | -157.0% | -99.7% |
| All | -95.4% | +221.8% | -317.2% | -73.7% |
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