-45.2%
INTU vs VMC
+3.7%
-48.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.1% | +2.8% |
| 7D | +8.7% | +12.3% | -3.7% | +7.2% |
| 30D | +25.9% | +21.2% | +4.6% | +23.3% |
| 3M | +10.7% | +4.6% | +6.1% | +8.7% |
| 6M | -11.6% | +3.9% | -15.4% | -12.9% |
| YTD | -45.4% | +5.0% | -50.4% | -45.9% |
| 1Y | -45.2% | +2.6% | -47.9% | -45.5% |
| All | -45.2% | +3.7% | -48.9% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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