-29.9%
INTU vs VCIT
+19.7%
-49.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.6% | -3.6% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +15.4% | +1.9% | +13.5% | +13.5% |
| 3M | +6.6% | -1.4% | +8.0% | +7.8% |
| 6M | -11.3% | -2.1% | -9.2% | -9.8% |
| YTD | -47.7% | -1.6% | -46.1% | -47.2% |
| 1Y | -47.0% | -0.9% | -46.1% | -46.8% |
| 3Y | -29.9% | +20.0% | -49.9% | -46.7% |
| All | -29.9% | +19.7% | -49.6% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling