+211.0%
INTU vs IVZ
+60.3%
+150.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -8.5% | +1.2% | -9.6% | -8.8% |
| 30D | -6.1% | +1.8% | -7.9% | -6.7% |
| 3M | +7.3% | +15.7% | -8.4% | +1.2% |
| 6M | -33.2% | +36.3% | -69.6% | -41.1% |
| YTD | -52.2% | +24.9% | -77.1% | -56.6% |
| 1Y | -52.7% | +48.9% | -101.6% | -59.9% |
| 3Y | -41.6% | +136.8% | -178.4% | -60.1% |
| 5Y | -42.6% | +60.0% | -102.6% | -55.7% |
| 10Y | +211.0% | +63.4% | +147.7% | +102.7% |
| All | +211.0% | +60.3% | +150.7% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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