+9,714.9%
INTU vs VTR
+1,485.3%
+8,229.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.6% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +10.1% | +5.5% | +4.6% | +8.7% |
| 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% | -50.0% |
| 1Y | -46.7% | +18.0% | -64.7% | -49.2% |
| 3Y | -34.1% | +127.4% | -161.4% | -46.8% |
| 5Y | -43.3% | +92.3% | -135.5% | -52.6% |
| 10Y | +232.6% | +129.6% | +103.0% | +145.4% |
| All | +9,714.9% | +1,485.3% | +8,229.6% | +4,367.5% |
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 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