+1,171.2%
INTU vs VCLT
+103.4%
+1,067.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -0.5% | -6.6% | -6.9% |
| 30D | +1.5% | -0.9% | +2.3% | +1.7% |
| 3M | +10.7% | -3.2% | +13.9% | +11.8% |
| 6M | -23.8% | -3.8% | -20.0% | -22.9% |
| YTD | -49.3% | -2.0% | -47.3% | -49.0% |
| 1Y | -49.7% | -0.8% | -48.9% | -49.6% |
| 3Y | -38.0% | +12.3% | -50.3% | -40.5% |
| 5Y | -38.7% | -15.4% | -23.3% | -38.8% |
| 10Y | +221.3% | +15.7% | +205.6% | +233.5% |
| All | +1,171.2% | +103.4% | +1,067.8% | +1,651.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling