-42.6%
INTU vs VOO
+72.0%
-114.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -3.9% |
| 7D | -3.9% | +0.1% | -4.0% | -4.4% |
| 30D | +11.7% | -3.3% | +15.0% | +15.9% |
| 3M | +4.5% | -2.4% | +6.9% | +7.0% |
| 6M | -13.9% | +2.6% | -16.5% | -18.2% |
| YTD | -48.2% | +11.3% | -59.5% | -56.2% |
| 1Y | -47.1% | +13.4% | -60.6% | -56.6% |
| 3Y | -32.5% | +80.3% | -112.8% | -73.4% |
| 5Y | -42.6% | +72.7% | -115.3% | -74.3% |
| All | -42.6% | +72.0% | -114.5% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling