+235.3%
INTU vs VT
+223.7%
+11.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -4.1% |
| 7D | -3.9% | +0.4% | -4.3% | -4.7% |
| 30D | +11.7% | -2.6% | +14.3% | +14.7% |
| 3M | +4.5% | -3.2% | +7.7% | +8.0% |
| 6M | -13.9% | +0.9% | -14.8% | -16.7% |
| YTD | -48.2% | +11.3% | -59.5% | -56.4% |
| 1Y | -47.1% | +14.0% | -61.1% | -56.9% |
| 3Y | -32.5% | +75.8% | -108.3% | -69.5% |
| 5Y | -42.6% | +57.8% | -100.4% | -69.0% |
| 10Y | +235.3% | +219.8% | +15.5% | -12.7% |
| All | +235.3% | +223.7% | +11.6% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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