+233.5%
INTU vs VCLT
+21.9%
+211.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.9% | -0.6% | -3.4% | -3.6% |
| 30D | +12.0% | +2.8% | +9.2% | +10.2% |
| 3M | +2.3% | -0.4% | +2.7% | +2.7% |
| 6M | -12.1% | -3.1% | -9.0% | -10.4% |
| YTD | -47.5% | -2.7% | -44.9% | -46.8% |
| 1Y | -46.9% | -3.7% | -43.2% | -45.8% |
| 3Y | -33.5% | +15.6% | -49.0% | -40.0% |
| 5Y | -41.2% | -15.8% | -25.5% | -37.0% |
| 10Y | +233.5% | +23.0% | +210.5% | +223.6% |
| All | +233.5% | +21.9% | +211.6% | +223.6% |
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