+217.8%
INTU vs VTRS
-48.4%
+266.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | -3.3% | -2.2% | -1.2% | -2.9% |
| 30D | -3.9% | +3.3% | -7.2% | -4.6% |
| 3M | +16.6% | +2.0% | +14.7% | +16.0% |
| 6M | -26.4% | +19.9% | -46.4% | -29.4% |
| YTD | -51.0% | +35.7% | -86.7% | -54.4% |
| 1Y | -50.8% | +68.1% | -118.9% | -56.4% |
| 3Y | -40.1% | +87.1% | -127.1% | -49.3% |
| 5Y | -41.2% | +47.6% | -88.9% | -48.9% |
| All | +217.8% | -48.4% | +266.1% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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