-40.2%
INTU vs VTRS
+47.1%
-87.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | -3.3% | -2.2% | -1.2% | -2.8% |
| 30D | -3.9% | +3.3% | -7.2% | -4.8% |
| 3M | +16.6% | +2.0% | +14.7% | +15.9% |
| 6M | -26.4% | +19.9% | -46.4% | -29.9% |
| YTD | -51.0% | +35.7% | -86.7% | -55.1% |
| 1Y | -50.8% | +68.1% | -118.9% | -57.6% |
| 3Y | -40.1% | +87.1% | -127.1% | -52.0% |
| All | -40.2% | +47.1% | -87.3% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling