+795.1%
INTU vs VOO
+806.9%
-11.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | -0.9% |
| 7D | -3.9% | -0.9% | -3.0% | -3.2% |
| 30D | +12.0% | -2.3% | +14.3% | +14.5% |
| 3M | +2.3% | -1.2% | +3.5% | +3.1% |
| 6M | -12.1% | +3.3% | -15.4% | -16.7% |
| YTD | -47.5% | +12.3% | -59.9% | -55.3% |
| 1Y | -46.9% | +12.5% | -59.4% | -54.9% |
| 3Y | -33.5% | +79.2% | -112.7% | -68.2% |
| 5Y | -41.2% | +75.7% | -116.9% | -70.1% |
| 10Y | +233.5% | +313.7% | -80.2% | -31.9% |
| All | +795.1% | +806.9% | -11.8% | -16.2% |
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