-38.5%
INTU vs VFC
-24.8%
-13.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.7% | -3.6% |
| 7D | -7.1% | -1.6% | -5.5% | -6.9% |
| 30D | +1.5% | -11.6% | +13.1% | +2.8% |
| 3M | +10.7% | -18.1% | +28.8% | +12.5% |
| 6M | -23.8% | -27.4% | +3.5% | -21.7% |
| YTD | -49.3% | -24.8% | -24.5% | -48.2% |
| 1Y | -49.7% | -8.2% | -41.4% | -50.0% |
| All | -38.5% | -24.8% | -13.7% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling