+209.1%
INTU vs ITOT
+300.1%
-91.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.4% |
| 7D | -9.2% | -2.0% | -7.1% | -6.8% |
| 30D | -7.0% | -2.0% | -5.1% | -4.7% |
| 3M | +10.5% | +4.5% | +6.0% | +3.9% |
| 6M | -30.6% | +12.6% | -43.2% | -41.2% |
| YTD | -52.3% | +12.0% | -64.3% | -59.3% |
| 1Y | -51.8% | +17.3% | -69.1% | -61.3% |
| 3Y | -41.8% | +75.2% | -117.1% | -72.7% |
| 5Y | -42.8% | +74.0% | -116.8% | -71.8% |
| All | +209.1% | +300.1% | -91.0% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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