+9,412.1%
INTU vs VTR
+1,499.7%
+7,912.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.9% |
| 7D | -7.1% | -1.7% | -5.4% | -6.7% |
| 30D | +1.5% | -2.4% | +3.9% | +2.0% |
| 3M | +10.7% | +14.8% | -4.1% | +6.9% |
| 6M | -23.8% | +5.3% | -29.2% | -25.1% |
| YTD | -49.3% | +18.1% | -67.4% | -51.6% |
| 1Y | -49.7% | +36.7% | -86.4% | -53.7% |
| 3Y | -38.0% | +130.1% | -168.1% | -50.2% |
| 5Y | -38.7% | +89.5% | -128.2% | -48.8% |
| 10Y | +221.3% | +87.4% | +134.0% | +148.1% |
| All | +9,412.1% | +1,499.7% | +7,912.3% | +4,221.8% |
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