+14,779.2%
INTU vs VFC
+691.6%
+14,087.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -3.9% | -1.4% | -2.5% | -3.6% |
| 30D | +12.0% | +30.7% | -18.7% | +3.6% |
| 3M | +2.3% | +40.6% | -38.3% | -7.6% |
| 6M | -12.1% | +16.5% | -28.6% | -17.3% |
| YTD | -47.5% | +16.2% | -63.7% | -51.3% |
| 1Y | -46.9% | +42.4% | -89.3% | -53.7% |
| 3Y | -33.5% | +48.1% | -81.5% | -50.5% |
| 5Y | -41.2% | -67.8% | +26.6% | -28.3% |
| 10Y | +233.5% | -48.5% | +282.0% | +224.8% |
| All | +14,779.2% | +691.6% | +14,087.6% | +5,673.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling