-46.7%
INTU vs VT
+11.9%
-58.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +0.1% | +2.4% | -2.3% | +0.5% |
| 30D | +10.1% | -1.5% | +11.6% | +9.7% |
| 3M | -4.2% | -4.1% | -0.1% | -5.0% |
| 6M | -7.2% | +0.6% | -7.8% | -6.8% |
| YTD | -47.7% | +11.0% | -58.7% | -49.0% |
| 1Y | -46.7% | +13.3% | -60.0% | -49.0% |
| All | -46.7% | +11.9% | -58.6% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling