+209.1%
INTU vs VLO
+933.4%
-724.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -9.2% | +4.0% | -13.1% | -9.9% |
| 30D | -7.0% | +19.0% | -26.0% | -10.4% |
| 3M | +10.5% | +50.0% | -39.4% | +1.3% |
| 6M | -30.6% | +79.1% | -109.7% | -38.8% |
| YTD | -52.3% | +140.3% | -192.6% | -60.6% |
| 1Y | -51.8% | +148.3% | -200.1% | -60.5% |
| 3Y | -41.8% | +194.6% | -236.5% | -55.1% |
| 5Y | -42.8% | +609.6% | -652.4% | -65.5% |
| All | +209.1% | +933.4% | -724.4% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VLO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling