+211.0%
INTU vs VCLT
+16.9%
+194.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.4% |
| 7D | -8.5% | 0.0% | -8.5% | -8.5% |
| 30D | -6.1% | +0.1% | -6.2% | -6.1% |
| 3M | +7.3% | -2.9% | +10.2% | +9.2% |
| 6M | -33.2% | -4.0% | -29.3% | -31.7% |
| YTD | -52.2% | -2.2% | -49.9% | -51.6% |
| 1Y | -52.7% | -2.6% | -50.1% | -52.1% |
| 3Y | -41.6% | +12.3% | -53.9% | -46.4% |
| 5Y | -42.6% | -16.4% | -26.3% | -38.5% |
| 10Y | +211.0% | +18.1% | +193.0% | +203.8% |
| All | +211.0% | +16.9% | +194.1% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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