+1,477.1%
INTU vs ITOT
+896.7%
+580.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.0% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | +1.5% | 0.0% | +1.4% | +1.5% |
| 3M | +10.7% | +2.0% | +8.7% | +7.9% |
| 6M | -23.8% | +13.0% | -36.9% | -33.9% |
| YTD | -49.3% | +14.0% | -63.3% | -56.4% |
| 1Y | -49.7% | +19.9% | -69.6% | -59.0% |
| 3Y | -38.0% | +75.8% | -113.8% | -66.4% |
| 5Y | -38.7% | +73.8% | -112.6% | -64.9% |
| 10Y | +221.3% | +295.9% | -74.6% | -13.5% |
| All | +1,477.1% | +896.7% | +580.4% | +84.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling