-32.3%
INTU vs VLTO
+56.3%
-88.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +1.6% | -2.9% | -2.0% |
| 30D | +12.4% | +22.0% | -9.5% | +2.2% |
| 3M | +2.3% | +21.9% | -19.6% | -7.0% |
| 6M | -13.3% | +36.5% | -49.8% | -24.9% |
| YTD | -47.9% | +19.0% | -66.9% | -52.3% |
| 1Y | -47.2% | +21.0% | -68.1% | -52.0% |
| 3Y | -33.9% | +69.9% | -103.8% | -47.6% |
| All | -32.3% | +56.3% | -88.6% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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