-32.5%
INTU vs VOO
+78.4%
-110.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -2.8% |
| 7D | -3.9% | +0.1% | -4.0% | -4.2% |
| 30D | +11.7% | -3.3% | +15.0% | +14.5% |
| 3M | +4.5% | -2.4% | +6.9% | +6.2% |
| 6M | -13.9% | +2.6% | -16.5% | -16.7% |
| YTD | -48.2% | +11.3% | -59.5% | -53.8% |
| 1Y | -47.1% | +13.4% | -60.6% | -53.8% |
| 3Y | -32.5% | +80.3% | -112.8% | -69.0% |
| All | -32.5% | +78.4% | -110.9% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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