+1,410.8%
INTU vs VGT
+2,283.9%
-873.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.7% |
| 7D | -7.1% | +1.0% | -8.1% | -7.9% |
| 30D | +1.5% | +1.3% | +0.2% | 0.0% |
| 3M | +10.7% | -1.1% | +11.8% | +8.9% |
| 6M | -23.8% | +32.6% | -56.5% | -43.4% |
| YTD | -49.3% | +29.0% | -78.3% | -61.4% |
| 1Y | -49.7% | +39.7% | -89.4% | -64.6% |
| 3Y | -38.0% | +120.9% | -158.9% | -72.6% |
| 5Y | -38.7% | +133.6% | -172.3% | -73.6% |
| 10Y | +221.3% | +792.6% | -571.2% | -56.0% |
| All | +1,410.8% | +2,283.9% | -873.1% | -11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling