-50.8%
INTU vs VTV
+24.1%
-74.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.9% |
| 7D | -3.3% | -1.1% | -2.2% | -3.6% |
| 30D | -3.9% | -1.0% | -2.9% | -4.1% |
| 3M | +16.6% | +4.6% | +12.0% | +18.2% |
| 6M | -26.4% | +13.5% | -39.9% | -24.9% |
| YTD | -51.0% | +18.5% | -69.5% | -51.9% |
| 1Y | -50.8% | +22.9% | -73.7% | -53.9% |
| All | -50.8% | +24.1% | -74.9% | -53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling