-51.8%
INTU vs VCLT
-3.8%
-48.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -9.2% | -1.3% | -7.9% | -9.2% |
| 30D | -7.0% | -1.1% | -5.9% | -7.1% |
| 3M | +10.5% | -3.7% | +14.2% | +10.1% |
| 6M | -30.6% | -4.0% | -26.6% | -30.9% |
| YTD | -52.3% | -3.4% | -49.0% | -52.7% |
| 1Y | -51.8% | -4.1% | -47.7% | -51.7% |
| All | -51.8% | -3.8% | -48.0% | -51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling