+211.1%
INTU vs VO
+192.5%
+18.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -3.5% |
| 7D | -7.5% | +0.6% | -8.2% | -8.2% |
| 30D | -1.9% | -1.1% | -0.9% | -0.8% |
| 3M | +4.9% | +4.5% | +0.3% | -0.6% |
| 6M | -33.2% | +11.1% | -44.3% | -41.6% |
| YTD | -51.4% | +13.5% | -64.9% | -58.7% |
| 1Y | -52.0% | +14.5% | -66.5% | -59.6% |
| 3Y | -40.7% | +58.1% | -98.8% | -66.4% |
| 5Y | -41.7% | +43.3% | -85.0% | -61.7% |
| 10Y | +211.1% | +193.2% | +17.9% | -3.7% |
| All | +211.1% | +192.5% | +18.7% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling