-99.3%
INTZ price history and return analytics
+57.4%
-156.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | +2.6% | -20.3% | -19.6% |
| 7D | -4.5% | +0.4% | -4.8% | -6.3% |
| 30D | -18.9% | -2.6% | -16.3% | -18.3% |
| 3M | -29.6% | -3.2% | -26.4% | -28.6% |
| 6M | -30.5% | +0.9% | -31.5% | -32.2% |
| YTD | -53.5% | +11.3% | -64.8% | -57.9% |
| 1Y | -68.0% | +14.0% | -82.0% | -71.5% |
| 3Y | -94.5% | +75.8% | -170.4% | -96.7% |
| 5Y | -99.3% | +57.8% | -157.1% | -99.5% |
| All | -99.3% | +57.4% | -156.7% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling