-41.7%
INTU vs VTRS
+83.1%
-124.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.3% |
| 7D | -9.2% | -3.3% | -5.9% | -8.7% |
| 30D | -7.0% | +1.4% | -8.4% | -7.3% |
| 3M | +10.5% | +4.6% | +5.9% | +9.7% |
| 6M | -30.6% | +18.1% | -48.6% | -32.4% |
| YTD | -52.3% | +34.7% | -87.0% | -55.0% |
| 1Y | -51.8% | +65.6% | -117.4% | -56.4% |
| All | -41.7% | +83.1% | -124.8% | -50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling