-80.9%
INTZ price history and return analytics
+346.0%
-426.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.8% |
| 7D | +12.1% | -2.3% | +14.4% | +12.4% |
| 30D | -7.1% | -5.0% | -2.2% | -6.0% |
| 3M | -14.5% | -4.9% | -9.6% | -13.4% |
| 6M | -17.7% | -1.5% | -16.2% | -17.6% |
| YTD | -43.5% | +8.5% | -52.0% | -45.0% |
| 1Y | -62.2% | +11.4% | -73.6% | -63.4% |
| 3Y | -89.5% | +70.1% | -159.6% | -91.0% |
| 5Y | -99.2% | +53.7% | -152.9% | -99.3% |
| 10Y | -92.8% | +220.0% | -312.7% | -94.4% |
| All | -80.9% | +346.0% | -426.9% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling