+256.0%
INTU vs VST
+929.5%
-673.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -13.8% | +17.3% | +5.7% |
| 7D | +8.7% | -15.7% | +24.4% | +11.4% |
| 30D | +25.9% | -17.0% | +42.8% | +28.6% |
| 3M | +10.7% | -15.9% | +26.6% | +12.5% |
| 6M | -11.6% | -25.0% | +13.4% | -9.3% |
| YTD | -45.4% | -25.1% | -20.3% | -44.8% |
| 1Y | -45.2% | -34.9% | -10.4% | -43.1% |
| 3Y | -26.5% | +252.7% | -279.2% | -57.1% |
| 5Y | -40.7% | +582.3% | -623.0% | -72.0% |
| 10Y | +267.2% | +1,076.6% | -809.3% | +54.2% |
| All | +256.0% | +929.5% | -673.5% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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