-47.0%
INTU vs VLTO
+18.3%
-65.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -4.1% |
| 7D | +0.1% | +5.4% | -5.3% | -3.2% |
| 30D | +15.4% | +22.3% | -6.9% | +1.8% |
| 3M | +6.6% | +19.6% | -13.0% | -4.8% |
| 6M | -11.3% | +35.2% | -46.5% | -25.1% |
| YTD | -47.7% | +17.9% | -65.6% | -53.1% |
| 1Y | -47.0% | +19.5% | -66.5% | -52.6% |
| All | -47.0% | +18.3% | -65.3% | -52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling