+217.8%
INTU vs VRSK
+126.1%
+91.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | -3.3% | -5.2% | +1.8% | +0.4% |
| 30D | -3.9% | -2.3% | -1.6% | -2.2% |
| 3M | +16.6% | -2.9% | +19.6% | +18.9% |
| 6M | -26.4% | -12.8% | -13.6% | -19.2% |
| YTD | -51.0% | -20.8% | -30.2% | -42.3% |
| 1Y | -50.8% | -33.2% | -17.6% | -35.0% |
| 3Y | -40.1% | -26.6% | -13.5% | -30.2% |
| 5Y | -41.2% | -11.3% | -29.9% | -41.9% |
| All | +217.8% | +126.1% | +91.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 10y: compounded portfolio wealth divided by compounded VRSK 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…
10y analysis · Full analysis span regression · 6 months rolling