-42.6%
INTU vs VTR
+88.4%
-131.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.4% |
| 7D | -8.5% | -2.9% | -5.5% | -7.6% |
| 30D | -6.1% | -2.8% | -3.3% | -5.4% |
| 3M | +7.3% | +9.0% | -1.7% | +4.6% |
| 6M | -33.2% | +5.0% | -38.2% | -34.5% |
| YTD | -52.2% | +16.9% | -69.1% | -55.0% |
| 1Y | -52.7% | +34.3% | -87.0% | -58.0% |
| 3Y | -41.6% | +131.6% | -173.2% | -59.5% |
| 5Y | -42.6% | +88.0% | -130.6% | -59.5% |
| All | -42.6% | +88.4% | -131.1% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling