+783.6%
INTU vs VOO
+798.5%
-14.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -3.7% |
| 7D | -3.9% | +0.1% | -4.0% | -4.3% |
| 30D | +11.7% | -3.3% | +15.0% | +15.6% |
| 3M | +4.5% | -2.4% | +6.9% | +6.9% |
| 6M | -13.9% | +2.6% | -16.5% | -17.7% |
| YTD | -48.2% | +11.3% | -59.5% | -55.4% |
| 1Y | -47.1% | +13.4% | -60.6% | -55.5% |
| 3Y | -32.5% | +80.3% | -112.8% | -68.0% |
| 5Y | -42.6% | +72.7% | -115.3% | -70.1% |
| 10Y | +235.3% | +310.0% | -74.7% | -30.8% |
| All | +783.6% | +798.5% | -14.9% | -16.3% |
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 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