-40.7%
INTU vs VCLT
+12.2%
-52.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -7.5% | +0.3% | -7.8% | -7.7% |
| 30D | -1.9% | -0.6% | -1.4% | -1.7% |
| 3M | +4.9% | -2.2% | +7.1% | +5.8% |
| 6M | -33.2% | -2.9% | -30.3% | -32.4% |
| YTD | -51.4% | -2.1% | -49.3% | -51.1% |
| 1Y | -52.0% | -2.6% | -49.4% | -51.5% |
| 3Y | -40.7% | +12.5% | -53.2% | -45.0% |
| All | -40.7% | +12.2% | -52.9% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling