+1,458.9%
INTU vs VGT
+2,088.1%
-629.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.9% |
| 7D | +0.1% | +2.5% | -2.4% | -2.2% |
| 30D | +10.1% | -9.5% | +19.6% | +18.2% |
| 3M | -4.2% | -9.5% | +5.3% | +2.1% |
| 6M | -7.2% | -1.8% | -5.5% | -10.6% |
| YTD | -47.7% | +18.4% | -66.1% | -57.9% |
| 1Y | -46.7% | +18.7% | -65.4% | -57.3% |
| 3Y | -34.1% | +103.8% | -137.9% | -69.3% |
| 5Y | -43.3% | +104.4% | -147.6% | -73.0% |
| 10Y | +232.6% | +716.9% | -484.3% | -51.8% |
| All | +1,458.9% | +2,088.1% | -629.2% | -3.7% |
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