-51.9%
INTU vs VFC
-13.3%
-38.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.3% | -4.0% |
| 7D | -7.5% | +0.8% | -8.4% | -7.6% |
| 30D | -1.9% | -11.9% | +10.0% | -0.9% |
| 3M | +4.9% | -20.2% | +25.0% | +5.9% |
| 6M | -33.2% | -23.0% | -10.2% | -32.3% |
| YTD | -51.4% | -26.2% | -25.2% | -50.5% |
| All | -51.9% | -13.3% | -38.6% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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