+1,410.8%
INTU vs VO
+827.2%
+583.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.2% |
| 7D | -7.1% | -0.3% | -6.8% | -6.8% |
| 30D | +1.5% | -0.3% | +1.8% | +1.7% |
| 3M | +10.7% | +2.9% | +7.7% | +7.5% |
| 6M | -23.8% | +9.3% | -33.2% | -30.6% |
| YTD | -49.3% | +14.2% | -63.5% | -55.6% |
| 1Y | -49.7% | +15.3% | -64.9% | -56.3% |
| 3Y | -38.0% | +56.2% | -94.3% | -59.5% |
| 5Y | -38.7% | +42.4% | -81.2% | -54.8% |
| 10Y | +221.3% | +194.7% | +26.6% | +31.7% |
| All | +1,410.8% | +827.2% | +583.5% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling