+1,241.1%
INTU vs VT
+374.2%
+867.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -7.1% | +0.4% | -7.5% | -7.5% |
| 30D | +1.5% | +1.0% | +0.5% | +0.5% |
| 3M | +10.7% | +2.4% | +8.3% | +7.5% |
| 6M | -23.8% | +12.0% | -35.8% | -32.7% |
| YTD | -49.3% | +15.3% | -64.6% | -56.5% |
| 1Y | -49.7% | +22.6% | -72.2% | -59.3% |
| 3Y | -38.0% | +74.7% | -112.7% | -64.1% |
| 5Y | -38.7% | +66.1% | -104.9% | -61.4% |
| 10Y | +221.3% | +225.0% | -3.7% | +20.4% |
| All | +1,241.1% | +374.2% | +867.0% | +281.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling