+1,271.1%
INTU vs VIG
+623.5%
+647.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.8% |
| 7D | -7.1% | -0.4% | -6.7% | -6.6% |
| 30D | +1.5% | -1.0% | +2.4% | +2.7% |
| 3M | +10.7% | +2.8% | +7.9% | +7.2% |
| 6M | -23.8% | +8.2% | -32.0% | -30.9% |
| YTD | -49.3% | +11.0% | -60.3% | -55.4% |
| 1Y | -49.7% | +16.1% | -65.8% | -58.0% |
| 3Y | -38.0% | +56.2% | -94.2% | -63.2% |
| 5Y | -38.7% | +63.0% | -101.7% | -63.9% |
| 10Y | +221.3% | +241.4% | -20.1% | -11.5% |
| All | +1,271.1% | +623.5% | +647.6% | +78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling