-33.9%
INTU vs VCLT
+16.4%
-50.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.9% | -0.6% | -3.4% | -3.7% |
| 30D | +12.0% | +2.8% | +9.2% | +10.6% |
| 3M | +2.3% | -0.4% | +2.7% | +2.5% |
| 6M | -12.1% | -3.1% | -9.0% | -11.0% |
| YTD | -47.5% | -2.7% | -44.9% | -47.1% |
| 1Y | -46.9% | -3.7% | -43.2% | -46.2% |
| All | -33.9% | +16.4% | -50.3% | -41.6% |
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 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