-41.8%
INTU vs VG
-44.6%
+2.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.5% |
| 7D | +0.1% | +14.0% | -13.9% | -0.7% |
| 30D | +10.1% | -1.0% | +11.0% | +9.8% |
| 3M | -4.2% | -2.7% | -1.5% | -4.4% |
| 6M | -7.2% | +1.5% | -8.7% | -8.2% |
| YTD | -47.7% | +93.7% | -141.4% | -51.8% |
| 1Y | -46.7% | +68.5% | -115.2% | -50.3% |
| All | -41.8% | -44.6% | +2.8% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 10y: compounded portfolio wealth divided by compounded VG 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…
10y analysis · Full analysis span regression · 6 months rolling