+9,671.0%
INTU vs VTR
+1,498.3%
+8,172.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.5% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | +12.8% | +6.9% | +5.9% | +11.1% |
| 3M | +2.1% | +1.3% | +0.8% | +1.8% |
| 6M | -11.5% | +2.5% | -13.9% | -12.2% |
| YTD | -47.9% | +18.0% | -65.9% | -50.3% |
| 1Y | -47.7% | +19.5% | -67.1% | -50.3% |
| 3Y | -34.0% | +130.2% | -164.2% | -46.8% |
| 5Y | -43.5% | +93.8% | -137.4% | -52.9% |
| 10Y | +231.1% | +131.5% | +99.6% | +143.9% |
| All | +9,671.0% | +1,498.3% | +8,172.7% | +4,339.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling