+1,457.9%
INTU vs VO
+797.8%
+660.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.6% | -3.6% |
| 7D | +0.1% | -2.6% | +2.7% | +2.5% |
| 30D | +15.4% | -0.9% | +16.4% | +16.3% |
| 3M | +6.6% | -3.0% | +9.6% | +9.5% |
| 6M | -11.3% | +2.2% | -13.5% | -13.6% |
| YTD | -47.7% | +10.6% | -58.3% | -52.9% |
| 1Y | -47.0% | +12.5% | -59.5% | -53.1% |
| 3Y | -29.9% | +61.4% | -91.3% | -55.6% |
| 5Y | -42.2% | +33.4% | -75.6% | -54.8% |
| 10Y | +251.7% | +201.5% | +50.1% | +42.1% |
| All | +1,457.9% | +797.8% | +660.1% | +159.0% |
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