-41.7%
INTU vs VIG
+63.6%
-105.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.0% |
| 7D | -7.5% | -0.4% | -7.1% | -6.9% |
| 30D | -1.9% | -2.1% | +0.1% | +1.2% |
| 3M | +4.9% | +3.3% | +1.5% | 0.0% |
| 6M | -33.2% | +9.3% | -42.5% | -41.8% |
| YTD | -51.4% | +10.1% | -61.5% | -58.3% |
| 1Y | -52.0% | +14.7% | -66.7% | -61.4% |
| 3Y | -40.7% | +56.9% | -97.6% | -72.1% |
| 5Y | -41.7% | +62.9% | -104.6% | -72.5% |
| All | -41.7% | +63.6% | -105.3% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling