+1,171.2%
INTU vs VCIT
+98.3%
+1,073.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | -0.3% | -6.7% | -6.8% |
| 30D | +1.5% | -0.8% | +2.2% | +2.0% |
| 3M | +10.7% | -1.0% | +11.7% | +11.5% |
| 6M | -23.8% | -1.8% | -22.0% | -22.9% |
| YTD | -49.3% | -0.7% | -48.6% | -49.1% |
| 1Y | -49.7% | +1.0% | -50.6% | -50.1% |
| 3Y | -38.0% | +18.8% | -56.9% | -45.4% |
| 5Y | -38.7% | +3.5% | -42.2% | -43.8% |
| 10Y | +221.3% | +29.2% | +192.1% | +202.5% |
| All | +1,171.2% | +98.3% | +1,073.0% | +1,533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling