+256.5%
INTU vs VT
+214.8%
+41.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +4.4% |
| 7D | +7.1% | -4.2% | +11.3% | +12.5% |
| 30D | +23.0% | -5.8% | +28.8% | +31.6% |
| 3M | +8.7% | -5.2% | +14.0% | +15.4% |
| 6M | -10.1% | +0.1% | -10.2% | -12.4% |
| YTD | -45.7% | +8.2% | -53.9% | -52.7% |
| 1Y | -45.1% | +10.1% | -55.2% | -53.3% |
| 3Y | -26.9% | +69.7% | -96.6% | -65.4% |
| 5Y | -40.0% | +53.4% | -93.3% | -66.4% |
| All | +256.5% | +214.8% | +41.7% | -3.8% |
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