-40.0%
INTU vs VCIT
+3.7%
-43.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | +7.1% | +0.5% | +6.7% | +6.4% |
| 30D | +23.0% | +2.1% | +20.9% | +19.6% |
| 3M | +8.7% | -1.6% | +10.3% | +11.3% |
| 6M | -10.1% | -1.6% | -8.5% | -8.2% |
| YTD | -45.7% | -1.5% | -44.2% | -44.6% |
| 1Y | -45.1% | -0.4% | -44.7% | -45.0% |
| 3Y | -26.9% | +19.6% | -46.5% | -45.9% |
| 5Y | -40.0% | +3.3% | -43.2% | -45.0% |
| All | -40.0% | +3.7% | -43.6% | -45.0% |
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