-34.1%
INTU vs VGT
+103.6%
-137.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.1% |
| 7D | +0.1% | +2.5% | -2.4% | -0.9% |
| 30D | +10.1% | -9.5% | +19.6% | +13.9% |
| 3M | -4.2% | -9.5% | +5.3% | -1.2% |
| 6M | -7.2% | -1.8% | -5.5% | -9.3% |
| YTD | -47.7% | +18.4% | -66.1% | -54.5% |
| 1Y | -46.7% | +18.7% | -65.4% | -53.8% |
| 3Y | -34.1% | +103.8% | -137.9% | -65.4% |
| All | -34.1% | +103.6% | -137.6% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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