+236.7%
INTU vs VTR
+130.3%
+106.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.7% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +10.1% | +5.5% | +4.6% | +8.6% |
| 3M | -4.2% | -0.9% | -3.3% | -4.0% |
| 6M | -7.2% | -0.4% | -6.8% | -7.4% |
| YTD | -47.7% | +17.0% | -64.7% | -50.2% |
| 1Y | -46.7% | +18.0% | -64.7% | -49.4% |
| 3Y | -34.1% | +127.4% | -161.4% | -48.3% |
| 5Y | -43.3% | +92.3% | -135.5% | -53.9% |
| All | +236.7% | +130.3% | +106.4% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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