+14,729.7%
INTU vs VMC
+2,671.8%
+12,057.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +15.4% | +15.8% | -0.4% | +9.9% |
| 3M | +6.6% | +0.6% | +6.0% | +6.3% |
| 6M | -11.3% | -4.0% | -7.3% | -10.6% |
| YTD | -47.7% | -0.3% | -47.4% | -48.5% |
| 1Y | -47.0% | -0.5% | -46.5% | -47.8% |
| 3Y | -29.9% | +39.6% | -69.5% | -39.0% |
| 5Y | -42.2% | +50.1% | -92.3% | -50.7% |
| 10Y | +251.7% | +163.9% | +87.7% | +134.0% |
| All | +14,729.7% | +2,671.8% | +12,057.9% | +4,270.7% |
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