+765.1%
INTU vs VOO
+817.1%
-52.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.9% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | +1.5% | +0.1% | +1.4% | +1.4% |
| 3M | +10.7% | +2.0% | +8.6% | +7.4% |
| 6M | -23.8% | +13.0% | -36.9% | -35.2% |
| YTD | -49.3% | +13.6% | -62.9% | -57.1% |
| 1Y | -49.7% | +20.1% | -69.7% | -60.3% |
| 3Y | -38.0% | +77.6% | -115.6% | -69.8% |
| 5Y | -38.7% | +82.4% | -121.2% | -69.9% |
| 10Y | +221.3% | +316.8% | -95.5% | -34.6% |
| All | +765.1% | +817.1% | -52.0% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling