+14,280.4%
INTU vs VMC
+2,474.8%
+11,805.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.7% |
| 7D | -7.1% | -4.3% | -2.8% | -5.7% |
| 30D | +1.5% | -8.2% | +9.7% | +4.3% |
| 3M | +10.7% | -7.0% | +17.7% | +12.9% |
| 6M | -23.8% | -10.8% | -13.1% | -21.7% |
| YTD | -49.3% | -7.4% | -41.9% | -48.8% |
| 1Y | -49.7% | -9.5% | -40.2% | -48.8% |
| 3Y | -38.0% | +20.5% | -58.5% | -43.4% |
| 5Y | -38.7% | +51.6% | -90.3% | -47.9% |
| 10Y | +221.3% | +150.0% | +71.3% | +117.4% |
| All | +14,280.4% | +2,474.8% | +11,805.7% | +4,243.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling