-32.1%
INTU vs VLTO
+54.8%
-87.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -4.0% |
| 7D | +0.1% | +5.4% | -5.3% | -2.4% |
| 30D | +15.4% | +22.3% | -6.9% | +4.7% |
| 3M | +6.6% | +19.6% | -13.0% | -2.3% |
| 6M | -11.3% | +35.2% | -46.5% | -22.7% |
| YTD | -47.7% | +17.9% | -65.6% | -51.9% |
| 1Y | -47.0% | +19.5% | -66.5% | -51.6% |
| 3Y | -29.9% | +73.9% | -103.9% | -44.9% |
| All | -32.1% | +54.8% | -87.0% | -44.1% |
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