+236.7%
INTU vs VTV
+230.1%
+6.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.1% | +2.9% | -2.9% | -3.1% |
| 30D | +10.1% | +3.8% | +6.3% | +5.7% |
| 3M | -4.2% | +1.6% | -5.7% | -5.7% |
| 6M | -7.2% | +11.2% | -18.4% | -17.7% |
| YTD | -47.7% | +22.0% | -69.7% | -58.6% |
| 1Y | -46.7% | +24.9% | -71.6% | -59.0% |
| 3Y | -34.1% | +78.5% | -112.5% | -66.4% |
| 5Y | -43.3% | +77.8% | -121.1% | -70.2% |
| All | +236.7% | +230.1% | +6.7% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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