-41.3%
INTU vs VT
+57.5%
-98.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.2% |
| 7D | -1.2% | -0.1% | -1.1% | -1.4% |
| 30D | +12.4% | -3.1% | +15.5% | +16.1% |
| 3M | +2.3% | -3.5% | +5.8% | +6.0% |
| 6M | -13.3% | +0.5% | -13.8% | -15.8% |
| YTD | -47.9% | +10.8% | -58.7% | -56.3% |
| 1Y | -47.2% | +11.9% | -59.0% | -56.4% |
| 3Y | -33.9% | +73.0% | -106.9% | -72.9% |
| 5Y | -41.3% | +58.6% | -100.0% | -70.5% |
| All | -41.3% | +57.5% | -98.9% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling