-42.6%
INTU vs VGT
+134.3%
-176.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -8.5% | +1.5% | -9.9% | -9.6% |
| 30D | -6.1% | +0.5% | -6.7% | -6.8% |
| 3M | +7.3% | +5.3% | +2.1% | +0.4% |
| 6M | -33.2% | +32.4% | -65.7% | -50.2% |
| YTD | -52.2% | +28.6% | -80.8% | -63.4% |
| 1Y | -52.7% | +37.6% | -90.3% | -66.4% |
| 3Y | -41.6% | +125.5% | -167.1% | -77.0% |
| 5Y | -42.6% | +135.2% | -177.8% | -78.1% |
| All | -42.6% | +134.3% | -176.9% | -78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling