-38.4%
INTU vs VCIT
+4.1%
-42.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -0.3% | -6.7% | -6.6% |
| 30D | +1.5% | -0.8% | +2.2% | +2.6% |
| 3M | +10.7% | -1.0% | +11.7% | +12.2% |
| 6M | -23.8% | -1.8% | -22.0% | -21.9% |
| YTD | -49.3% | -0.7% | -48.6% | -48.9% |
| 1Y | -49.7% | +1.0% | -50.6% | -50.6% |
| 3Y | -38.0% | +18.8% | -56.9% | -53.4% |
| All | -38.4% | +4.1% | -42.5% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling