+1,526.1%
INTU vs VNQ
+392.1%
+1,134.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -7.5% | -0.4% | -7.2% | -7.3% |
| 30D | -1.9% | -2.5% | +0.6% | -0.6% |
| 3M | +4.9% | +1.4% | +3.5% | +4.3% |
| 6M | -33.2% | +4.6% | -37.8% | -35.0% |
| YTD | -51.4% | +10.5% | -61.9% | -54.1% |
| 1Y | -52.0% | +8.4% | -60.4% | -54.2% |
| 3Y | -40.7% | +32.4% | -73.1% | -49.4% |
| 5Y | -41.7% | +5.5% | -47.2% | -43.3% |
| 10Y | +211.1% | +59.1% | +152.0% | +148.3% |
| All | +1,526.1% | +392.1% | +1,134.1% | +538.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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