+233.5%
INTU vs VIG
+264.3%
-30.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | -0.4% |
| 7D | -3.9% | -0.3% | -3.6% | -3.7% |
| 30D | +12.0% | +4.9% | +7.1% | +4.9% |
| 3M | +2.3% | +2.9% | -0.6% | -1.5% |
| 6M | -12.1% | +11.2% | -23.3% | -23.9% |
| YTD | -47.5% | +16.0% | -63.5% | -57.4% |
| 1Y | -46.9% | +17.0% | -63.8% | -57.3% |
| 3Y | -33.5% | +66.9% | -100.3% | -67.3% |
| 5Y | -41.2% | +65.8% | -107.1% | -69.7% |
| 10Y | +233.5% | +263.6% | -30.1% | -32.3% |
| All | +233.5% | +264.3% | -30.8% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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