+233.5%
INTU vs VCIT
+30.4%
+203.1%
-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% | +1.0% | +11.0% | +10.7% |
| 3M | +2.3% | -1.4% | +3.7% | +4.2% |
| 6M | -12.1% | -2.1% | -10.0% | -9.8% |
| YTD | -47.5% | -1.8% | -45.8% | -46.5% |
| 1Y | -46.9% | -1.4% | -45.5% | -46.1% |
| 3Y | -33.5% | +19.3% | -52.7% | -47.0% |
| 5Y | -41.2% | +4.1% | -45.4% | -46.3% |
| 10Y | +233.5% | +30.9% | +202.6% | +195.8% |
| All | +233.5% | +30.4% | +203.1% | +195.8% |
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