-29.9%
INTU vs VO
+60.2%
-90.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.6% | -3.6% |
| 7D | +0.1% | -2.6% | +2.7% | +2.1% |
| 30D | +15.4% | -0.9% | +16.4% | +16.2% |
| 3M | +6.6% | -3.0% | +9.6% | +9.1% |
| 6M | -11.3% | +2.2% | -13.5% | -13.4% |
| YTD | -47.7% | +10.6% | -58.3% | -52.8% |
| 1Y | -47.0% | +12.5% | -59.5% | -53.0% |
| 3Y | -29.9% | +61.4% | -91.3% | -57.6% |
| All | -29.9% | +60.2% | -90.1% | -57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling