+1,205.8%
INTU vs VCLT
+99.5%
+1,106.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -4.1% | -1.9% | -2.2% | -3.5% |
| 30D | +12.8% | +1.4% | +11.4% | +12.4% |
| 3M | +2.1% | -1.8% | +3.9% | +2.8% |
| 6M | -11.5% | -3.9% | -7.6% | -10.3% |
| YTD | -47.9% | -3.9% | -44.0% | -47.3% |
| 1Y | -47.7% | -4.7% | -43.0% | -46.9% |
| 3Y | -34.0% | +14.1% | -48.0% | -36.8% |
| 5Y | -43.5% | -16.6% | -26.9% | -43.2% |
| 10Y | +231.1% | +21.4% | +209.7% | +255.9% |
| All | +1,205.8% | +99.5% | +1,106.4% | +1,711.8% |
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