-81.8%
INTZ price history and return analytics
+345.0%
-426.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.2% | -4.1% | +33.2% | +30.5% |
| 7D | +5.1% | -4.2% | +9.3% | +6.1% |
| 30D | -12.7% | -5.8% | -6.9% | -11.3% |
| 3M | -19.5% | -5.2% | -14.2% | -18.4% |
| 6M | -16.2% | +0.1% | -16.3% | -16.6% |
| YTD | -46.1% | +8.2% | -54.3% | -47.5% |
| 1Y | -65.0% | +10.1% | -75.1% | -66.0% |
| 3Y | -90.6% | +69.7% | -160.3% | -91.9% |
| 5Y | -99.2% | +53.4% | -152.6% | -99.3% |
| 10Y | -93.1% | +219.2% | -312.3% | -94.7% |
| All | -81.8% | +345.0% | -426.7% | -90.8% |
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