+210.2%
INTU vs VLO
+942.9%
-732.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.9% |
| 7D | -8.5% | +6.2% | -14.7% | -9.6% |
| 30D | -6.1% | +23.5% | -29.6% | -10.2% |
| 3M | +7.3% | +53.9% | -46.5% | -2.2% |
| 6M | -33.2% | +81.7% | -114.9% | -41.3% |
| YTD | -52.2% | +142.5% | -194.6% | -60.5% |
| 1Y | -52.7% | +145.4% | -198.1% | -61.1% |
| 3Y | -41.6% | +197.3% | -238.9% | -55.0% |
| 5Y | -42.6% | +614.6% | -657.2% | -65.4% |
| All | +210.2% | +942.9% | -732.6% | +65.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling