+233.5%
INTU vs VCIT
+30.9%
+202.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.9% | -0.5% | -3.4% | -3.4% |
| 30D | +12.0% | +1.5% | +10.5% | +10.1% |
| 3M | +2.3% | -1.0% | +3.3% | +3.7% |
| 6M | -12.1% | -1.7% | -10.4% | -10.3% |
| YTD | -47.5% | -1.4% | -46.2% | -46.7% |
| 1Y | -46.9% | -0.9% | -46.0% | -46.4% |
| 3Y | -33.5% | +19.8% | -53.3% | -47.3% |
| 5Y | -41.2% | +4.6% | -45.8% | -46.6% |
| 10Y | +233.5% | +31.5% | +202.0% | +194.3% |
| All | +233.5% | +30.9% | +202.6% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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