-70.7%
INTZ price history and return analytics
+11.9%
-82.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.1% | -0.3% | -23.8% | -23.9% |
| 7D | -36.9% | +2.4% | -39.3% | -37.8% |
| 30D | -36.9% | -1.5% | -35.4% | -36.7% |
| 3M | -38.8% | -4.1% | -34.7% | -35.8% |
| 6M | -46.1% | +0.6% | -46.6% | -48.0% |
| YTD | -64.3% | +11.0% | -75.4% | -71.0% |
| 1Y | -70.7% | +13.3% | -84.1% | -77.4% |
| All | -70.7% | +11.9% | -82.6% | -77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling