-32.4%
INTU vs VLTO
+55.4%
-87.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | -4.1% | +0.8% | -4.9% | -4.5% |
| 30D | +12.8% | +18.7% | -5.8% | +3.9% |
| 3M | +2.1% | +21.7% | -19.6% | -7.1% |
| 6M | -11.5% | +35.8% | -47.3% | -23.1% |
| YTD | -47.9% | +18.3% | -66.2% | -52.2% |
| 1Y | -47.7% | +20.9% | -68.6% | -52.4% |
| 3Y | -34.0% | +68.8% | -102.8% | -47.5% |
| All | -32.4% | +55.4% | -87.7% | -44.4% |
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